HMS Capital Management’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 | $880K | Buy |
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|
2025
Q2 | $794K | Sell |
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|
2025
Q1 | $640K | Hold |
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|
2024
Q4 | $773K | Hold |
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|
2024
Q3 | $729K | Hold |
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|
2024
Q2 | $704K | Hold |
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|
2024
Q1 | $643K | Hold |
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|
2023
Q4 | $572K | Hold |
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|
2023
Q3 | $521K | Sell |
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|
2023
Q2 | $576K | Hold |
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|
2023
Q1 | $522K | Hold |
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|
2022
Q4 | $478K | Hold |
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|
2022
Q3 | $473K | Hold |
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|
2022
Q2 | $493K | Hold |
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|
2022
Q1 | $624K | Sell |
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|
2021
Q4 | $721K | Hold |
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|
2021
Q3 | $637K | Sell |
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|
2021
Q2 | $723K | Buy |
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|
2021
Q1 | $619K | Sell |
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|
2020
Q4 | $1.01M | Hold |
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|
2020
Q3 | $913K | Hold |
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|
2020
Q2 | $820K | Hold |
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|
2020
Q1 | $652K | Hold |
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|
2019
Q4 | $765K | Hold |
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|
2019
Q3 | $711K | Hold |
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|
2019
Q2 | $708K | Hold |
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|
2019
Q1 | $681K | Sell |
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|
2018
Q4 | $602K | Buy |
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|
2018
Q3 | $700K | Hold |
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|
2018
Q2 | $642K | Hold |
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|
2018
Q1 | $613K | Buy |
|