Heck Capital 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
Q2 | $4M | Sell |
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|
2025
Q1 | $7.23M | Buy |
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|
2024
Q4 | $7.9M | Buy |
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|
2024
Q3 | $6.93M | Sell |
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|
2024
Q2 | $6.8M | Buy |
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|
2024
Q1 | $83.4K | Hold |
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|
2023
Q4 | $74.2K | Hold |
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|
2023
Q3 | $67.6K | Buy |
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|
2023
Q2 | $43.2K | Sell |
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|
2023
Q1 | $916K | Buy |
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|
2022
Q4 | $776K | Buy |
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|
2022
Q3 | $499K | Buy |
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|
2022
Q2 | $463K | Sell |
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|
2022
Q1 | $769K | Sell |
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|
2021
Q4 | $977K | Buy |
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|
2021
Q3 | $684K | Sell |
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|
2021
Q2 | $797K | Buy |
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|
2021
Q1 | $538K | Buy |
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|
2020
Q4 | $275K | Sell |
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|
2020
Q3 | $394K | Buy |
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|
2020
Q2 | $337K | Buy |
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|
2019
Q1 | – | Hold |
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|
2018
Q4 | – | Hold |
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