Gradient Capital Advisors’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 | $646K | Hold |
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|
2025
Q2 | $589K | Hold |
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|
2025
Q1 | $497K | Hold |
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|
2024
Q4 | $543K | Sell |
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|
2024
Q3 | $525K | Hold |
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|
2024
Q2 | $508K | Buy |
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|
2024
Q1 | $433K | Hold |
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|
2023
Q4 | $385K | Hold |
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|
2023
Q3 | $350K | Hold |
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|
2023
Q2 | $361K | Hold |
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|
2023
Q1 | $327K | Hold |
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|
2022
Q4 | $300K | Hold |
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|
2022
Q3 | $296K | Hold |
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|
2022
Q2 | $309K | Buy |
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|
2022
Q1 | $247K | Hold |
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|
2021
Q4 | $270K | Hold |
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|
2021
Q3 | $239K | Hold |
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|
2021
Q2 | $235K | Hold |
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|
2021
Q1 | $210K | Hold |
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|
2020
Q4 | $206K | Buy |
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