HB Wealth Management’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 | $291M | Buy |
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|
2025
Q2 | $251M | Sell |
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|
2025
Q1 | $230M | Sell |
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|
2024
Q4 | $252M | Sell |
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|
2024
Q3 | $241M | Sell |
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|
2024
Q2 | $234M | Sell |
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|
2024
Q1 | $219M | Sell |
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|
2023
Q4 | $198M | Sell |
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|
2023
Q3 | $182M | Sell |
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|
2023
Q2 | $189M | Sell |
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|
2023
Q1 | $173M | Sell |
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|
2022
Q4 | $159M | Buy |
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|
2022
Q3 | $155M | Buy |
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|
2022
Q2 | $161M | Buy |
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|
2022
Q1 | $197M | Buy |
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|
2021
Q4 | $215M | Buy |
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