Heritage 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 | $7.3M | Buy |
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|
2025
Q2 | $6.52M | Sell |
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|
2025
Q1 | $5.55M | Buy |
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|
2024
Q4 | $6.06M | Sell |
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|
2024
Q3 | $5.72M | Sell |
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|
2024
Q2 | $5.53M | Sell |
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|
2024
Q1 | $5.08M | Sell |
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|
2023
Q4 | $4.52M | Hold |
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|
2023
Q3 | $4.12M | Sell |
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|
2023
Q2 | $4.26M | Sell |
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|
2023
Q1 | $3.87M | Sell |
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|
2022
Q4 | $3.67M | Sell |
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|
2022
Q3 | $4.21M | Sell |
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|
2022
Q2 | $4.41M | Buy |
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|
2022
Q1 | $5.21M | Buy |
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|
2021
Q4 | $2K | Hold |
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|
2021
Q3 | $1.48K | Hold |
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|
2021
Q2 | $1.46K | Buy |
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