HHM 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 | $76.1K | Buy |
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|
2025
Q2 | $53K | Hold |
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|
2025
Q1 | $44.7K | Hold |
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|
2024
Q4 | $48.8K | Sell |
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|
2024
Q3 | $53.7K | Sell |
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|
2024
Q2 | $749K | Sell |
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|
2024
Q1 | $685K | Buy |
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|
2023
Q4 | $583K | Hold |
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|
2023
Q3 | $531K | Sell |
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|
2023
Q2 | $557K | Hold |
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|
2023
Q1 | $505K | Buy |
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|
2022
Q4 | $440K | Sell |
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|
2022
Q3 | $531K | Hold |
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|
2022
Q2 | $554K | Buy |
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|
2022
Q1 | $121K | Buy |
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|
2021
Q4 | $123K | Buy |
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|
2021
Q3 | $101K | Buy |
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|
2021
Q2 | $99K | Buy |
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|
2021
Q1 | $85K | Buy |
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|
2020
Q4 | $82K | Sell |
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|
2020
Q3 | $117K | Hold |
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|
2020
Q2 | $105K | Buy |
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|
2020
Q1 | $83K | Buy |
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