Golden State Equity Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $675K | Buy |
|
|||||
|
2025
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $416K | Buy |
|
|||||
|
2024
Q3 | – | Sell |
|
|||||
|
2024
Q2 | $513K | Buy |
|
|||||
|
2023
Q4 | $517K | Sell |
|
|||||
|
2023
Q3 | $672K | Sell |
|
|||||
|
2023
Q2 | $711K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $967K | Buy |
|
|||||
|
2021
Q3 | $702K | Buy |
|
|||||
|
2021
Q2 | $638K | Buy |
|
|||||
|
2021
Q1 | $334K | Sell |
|
|||||
|
2020
Q4 | $384K | Buy |
|