GoalVest Advisory’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $36K | Hold |
|
|||||
|
2025
Q3 | $35.3K | Hold |
|
|||||
|
2025
Q2 | $32.1K | Hold |
|
|||||
|
2025
Q1 | $27.1K | Sell |
|
|||||
|
2024
Q4 | $31.3K | Sell |
|
|||||
|
2024
Q3 | $52.5K | Sell |
|
|||||
|
2024
Q2 | $189K | Buy |
|
|||||
|
2024
Q1 | $113K | Hold |
|
|||||
|
2023
Q4 | $101K | Hold |
|
|||||
|
2023
Q3 | $92K | Sell |
|
|||||
|
2023
Q2 | $96.5K | Buy |
|
|||||
|
2023
Q1 | $85.9K | Hold |
|
|||||
|
2022
Q4 | $78.6K | Sell |
|
|||||
|
2022
Q3 | $2.91M | Sell |
|
|||||
|
2022
Q2 | $3.13M | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $16K | Buy |
|