Great Lakes Retirement’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 | – | Sell |
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|
2025
Q2 | $658K | Sell |
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|
2025
Q1 | $655K | Sell |
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|
2024
Q4 | $726K | Sell |
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|
2024
Q3 | $703K | Hold |
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|
2024
Q2 | $680K | Hold |
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|
2024
Q1 | $620K | Sell |
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|
2023
Q4 | $682K | Hold |
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|
2023
Q3 | $623K | Buy |
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|
2023
Q2 | $574K | Hold |
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|
2023
Q1 | $520K | Hold |
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|
2022
Q4 | $476K | Buy |
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