Great Valley Advisor Group’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
Q2 | $14.1M | Sell |
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|
2025
Q1 | $12.1M | Buy |
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|
2024
Q4 | $12.6M | Buy |
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|
2024
Q3 | $9.3M | Sell |
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|
2024
Q2 | $9.19M | Sell |
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|
2024
Q1 | $8.52M | Sell |
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|
2023
Q4 | $7.97M | Sell |
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|
2023
Q3 | $7.33M | Sell |
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|
2023
Q2 | $8.36M | Sell |
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|
2023
Q1 | $7.7M | Buy |
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|
2022
Q4 | $6.94M | Sell |
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|
2022
Q3 | $6.95M | Buy |
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|
2022
Q2 | $7.14M | Buy |
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|
2022
Q1 | $3.89M | Buy |
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|
2021
Q4 | $3.25M | Buy |
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|
2021
Q3 | $2.55M | Buy |
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|
2021
Q2 | $2.47M | Buy |
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|
2021
Q1 | $1.44M | Sell |
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|
2020
Q4 | $2.11M | Sell |
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|
2020
Q3 | $2.01M | Sell |
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|
2020
Q2 | $2.11M | Sell |
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|
2020
Q1 | $1.69M | Buy |
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|
2019
Q4 | $1.93M | Buy |
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|
2019
Q3 | $1.74M | Sell |
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|
2019
Q2 | $1.74M | Sell |
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|
2019
Q1 | $1.71M | Buy |
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