Halpern Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $22.5M | Sell |
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|
2024
Q2 | $23M | Sell |
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|
2024
Q1 | $21.1M | Sell |
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|
2023
Q4 | $18.8M | Sell |
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|
2023
Q3 | $18.3M | Sell |
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|
2023
Q2 | $18.9M | Sell |
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|
2023
Q1 | $17.2M | Buy |
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|
2022
Q4 | $15.5M | Sell |
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|
2022
Q3 | $15.7M | Buy |
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|
2022
Q2 | $16.2M | Buy |
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|
2022
Q1 | $18.6M | Buy |
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|
2021
Q4 | $19.3M | Buy |
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|
2021
Q3 | $16.9M | Sell |
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|
2021
Q2 | $17.3M | Sell |
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|
2021
Q1 | $16.1M | Sell |
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|
2020
Q4 | $16M | Sell |
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|
2020
Q3 | $14.5M | Sell |
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|
2020
Q2 | $13.4M | Sell |
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|
2020
Q1 | $10.8M | Buy |
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|
2019
Q4 | $11.6M | Buy |
|