Highland Capital Management (Tennessee)’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 | $1.74M | Buy |
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|
2025
Q2 | $1.58M | Sell |
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|
2025
Q1 | $1.35M | Buy |
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|
2024
Q4 | $1.41M | Buy |
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|
2024
Q3 | $1.26M | Buy |
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|
2024
Q2 | $962K | Sell |
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|
2024
Q1 | $896K | Buy |
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|
2023
Q4 | $762K | Buy |
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|
2023
Q3 | $241K | Hold |
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|
2023
Q2 | $248K | Hold |
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|
2023
Q1 | $225K | Hold |
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|
2022
Q4 | $206K | Hold |
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|
2022
Q3 | $204K | Hold |
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|
2022
Q2 | $213K | Sell |
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|
2022
Q1 | $275K | Hold |
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|
2021
Q4 | $301K | Hold |
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|
2021
Q3 | $266K | Hold |
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|
2021
Q2 | $262K | Sell |
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|
2021
Q1 | $249K | Hold |
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|
2020
Q4 | $244K | Hold |
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|
2020
Q3 | $221K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $92K | Hold |
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|
2015
Q2 | $97K | Buy |
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