HCR Wealth Advisors’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 | $855K | Buy |
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|
2025
Q2 | $774K | Sell |
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|
2025
Q1 | $654K | Buy |
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|
2024
Q4 | $714K | Hold |
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|
2024
Q3 | $674K | Hold |
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|
2024
Q2 | $651K | Buy |
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|
2024
Q1 | $590K | Buy |
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|
2023
Q4 | $524K | Buy |
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|
2023
Q3 | $411K | Hold |
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|
2023
Q2 | $423K | Buy |
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|
2023
Q1 | $377K | Hold |
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|
2022
Q4 | $345K | Hold |
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|
2022
Q3 | $342K | Hold |
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|
2022
Q2 | $356K | Hold |
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|
2022
Q1 | $451K | Hold |
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|
2021
Q4 | $494K | Hold |
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|
2021
Q3 | $436K | Hold |
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|
2021
Q2 | $429K | Sell |
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|
2021
Q1 | $398K | Buy |
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