Holt Capital Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

Holt Capital Partners’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.44M	Hold
2025 Q2	$2.22M	Hold
2025 Q1	$1.88M	Hold
2024 Q4	$2.05M	Hold
2024 Q3	$1.93M	Hold
2024 Q2	$1.87M	Hold
2024 Q1	$1.71M	Hold
2023 Q4	$1.52M	Sell
2023 Q3	$1.39M	Hold
2023 Q2	$1.43M	Buy
2023 Q1	$1.28M	Hold
2022 Q4	$1.18M	Hold
2022 Q3	$1.16M	Hold
2022 Q2	$1.21M	Sell
2022 Q1	$1.54M	Hold
2021 Q4	$1.69M	Hold
2021 Q3	$1.49M	Hold
2021 Q2	$1.47M	Hold
2021 Q1	$1.31M	Hold
2020 Q4	$1.28M	Hold
2020 Q3	$1.16M	Hold
2020 Q2	$1.04M	Buy
2020 Q1	$828K	Hold
2019 Q4	$971K	Hold
2019 Q3	$903K	Buy
2019 Q2	$818K	Hold
2019 Q1	$787K	Hold
2018 Q4	$688K	Hold
2018 Q3	$809K	Sell
2018 Q2	$752K	Hold
2018 Q1	$717K	Hold
2017 Q4	$707K	Sell
2017 Q3	$675K	Hold
2017 Q2	$644K	Sell
2017 Q1	$627K	Sell
2016 Q4	$605K	Hold
2016 Q3	$604K	Hold
2016 Q2	$579K	Hold
2016 Q1	$575K	Hold
2015 Q4	$575K	Sell
2015 Q3	$562K	Sell
2015 Q2	$599K	Sell
2015 Q1	$608K	Sell
2014 Q4	$805K	Sell
2014 Q3	$786K	Sell
2014 Q2	$827K	Sell
2014 Q1	$870K	Hold
2013 Q4	$860K	Buy