Golden State Wealth Management’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
Q3 | $1.99M | Buy |
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|
2025
Q2 | $1.72M | Buy |
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|
2025
Q1 | $1.38M | Buy |
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|
2024
Q4 | $1.33M | Buy |
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|
2022
Q1 | $266K | Buy |
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|
2021
Q4 | $283K | Hold |
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|
2021
Q3 | $250K | Sell |
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|
2021
Q2 | $261K | Buy |
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|
2021
Q1 | $234K | Hold |
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|
2020
Q4 | $229K | Buy |
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|
2020
Q3 | $208K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $175K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $162K | Buy |
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|
2019
Q2 | $160K | Hold |
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|
2019
Q1 | $155K | Buy |
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