HBK Sorce 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
Q3 | $2.74M | Buy |
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|
2025
Q2 | $2.45M | Sell |
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|
2025
Q1 | $2.23M | Buy |
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|
2024
Q4 | $2.27M | Sell |
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|
2024
Q3 | $2.21M | Buy |
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|
2024
Q2 | $2.13M | Sell |
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|
2024
Q1 | $2.03M | Buy |
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|
2023
Q4 | $1.52M | Buy |
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|
2023
Q3 | $1.16M | Sell |
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|
2023
Q2 | $1.2M | Buy |
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|
2023
Q1 | $1.07M | Sell |
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|
2022
Q4 | $2.17M | Buy |
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|
2022
Q3 | $1.07M | Buy |
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|
2022
Q2 | $913K | Sell |
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|
2022
Q1 | $3.19M | Buy |
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|
2021
Q4 | $2.34M | Buy |
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|
2021
Q3 | $1.42M | Buy |
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|
2021
Q2 | $1.23M | Buy |
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|
2021
Q1 | $844K | Sell |
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|
2020
Q4 | $842K | Buy |
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|
2020
Q3 | $664K | Sell |
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|
2020
Q2 | $1.02M | Buy |
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|
2020
Q1 | $594K | Buy |
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|
2019
Q4 | $655K | Sell |
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|
2019
Q3 | $796K | Buy |
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|
2019
Q2 | $576K | Sell |
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|
2019
Q1 | $563K | Buy |
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|
2018
Q4 | $432K | Sell |
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|
2018
Q3 | $514K | Buy |
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|
2018
Q2 | $465K | Sell |
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|
2018
Q1 | $459K | Sell |
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|
2017
Q4 | $464K | Buy |
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|
2017
Q3 | $425K | Sell |
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|
2017
Q2 | $415K | Buy |
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|
2017
Q1 | $392K | Sell |
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|
2016
Q4 | $379K | Buy |
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|
2016
Q3 | $328K | Buy |
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|
2016
Q2 | $308K | Buy |
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|
2016
Q1 | $298K | Sell |
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|
2015
Q4 | $401K | Hold |
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|
2015
Q3 | $374K | Buy |
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|
2015
Q2 | $315K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $217K | Buy |
|