Harbor Investment Advisory’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 | $3.92M | Sell |
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|
2025
Q1 | $3.31M | Sell |
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|
2024
Q4 | $3.68M | Sell |
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|
2024
Q3 | $3.48M | Sell |
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|
2024
Q2 | $3.36M | Sell |
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|
2024
Q1 | $3.38M | Buy |
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|
2023
Q4 | $1.56M | Buy |
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|
2023
Q3 | $944K | Buy |
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|
2023
Q2 | $948K | Buy |
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|
2023
Q1 | $193K | Hold |
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|
2022
Q4 | $177K | Hold |
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|
2022
Q3 | $175K | Sell |
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|
2022
Q2 | $219K | Sell |
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|
2022
Q1 | $764K | Sell |
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|
2021
Q4 | $868K | Sell |
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|
2021
Q3 | $768K | Hold |
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|
2021
Q2 | $755K | Sell |
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|
2021
Q1 | $685K | Sell |
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|
2020
Q4 | $676K | Sell |
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|
2020
Q3 | $773K | Buy |
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|
2020
Q2 | $671K | Buy |
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|
2020
Q1 | $271K | Hold |
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|
2019
Q4 | $317K | Buy |
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