Great Point Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Great Point Wealth Advisors’s Portfolio IVW Stock Details IVW Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$4.41M	Buy
2025 Q1	$3.39M	Hold
2024 Q4	$3.71M	Hold
2024 Q3	$3.49M	Hold
2024 Q2	$3.38M	Hold
2024 Q1	$3.08M	Hold
2023 Q4	$2.74M	Hold
2023 Q3	$2.5M	Hold
2023 Q2	$2.57M	Hold
2023 Q1	$2.33M	Hold
2022 Q4	$2.13M	Hold
2022 Q3	$2.11M	Hold
2022 Q2	$2.2M	Hold
2022 Q1	$2.79M	Hold
2021 Q4	$3.05M	Hold
2021 Q3	$2.7M	Hold
2021 Q2	$2.65M	Hold
2021 Q1	$2.38M	Hold
2020 Q4	$2.33M	Hold
2020 Q3	$1.89M	Hold
2020 Q2	$1.89M	Hold
2020 Q1	$1.5M	Hold
2019 Q4	$1.77M	Hold
2019 Q3	$1.64M	Hold
2019 Q2	$1.64M	Sell
2019 Q1	$1.65M	Hold
2018 Q4	$1.44M	Buy