High Net Worth Advisory Group’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 | $459K | Hold |
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|
2025
Q2 | $418K | Hold |
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|
2025
Q1 | $353K | Sell |
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|
2024
Q4 | $406K | Sell |
|
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|
2024
Q3 | $384K | Buy |
|
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|
2024
Q2 | $370K | Hold |
|
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|
2024
Q1 | $338K | Hold |
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|
2023
Q4 | $300K | Hold |
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|
2023
Q3 | $274K | Hold |
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|
2023
Q2 | $282K | Hold |
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|
2023
Q1 | $256K | Hold |
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|
2022
Q4 | $234K | Sell |
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|
2022
Q3 | $235K | Buy |
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|
2022
Q2 | $241K | Hold |
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|
2022
Q1 | $306K | Hold |
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|
2021
Q4 | $335K | Buy |
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