Horan Securities’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
Q2 | $283K | Buy |
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|
2025
Q1 | $201K | Buy |
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|
2024
Q4 | $219K | Buy |
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|
2024
Q3 | $206K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $78.1K | Buy |
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|
2023
Q1 | $70.6K | Buy |
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|
2022
Q4 | $57.6K | Buy |
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|
2022
Q3 | $3K | Hold |
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|
2022
Q2 | $3K | Hold |
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|
2022
Q1 | $4K | Hold |
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|
2021
Q4 | $4K | Buy |
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|
2021
Q2 | $4K | Hold |
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|
2021
Q1 | $3K | Hold |
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|
2020
Q4 | $3K | Buy |
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|
2020
Q3 | $3K | Hold |
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|
2020
Q2 | $3K | Sell |
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|
2020
Q1 | $4K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $5K | Hold |
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|
2019
Q2 | $5K | Sell |
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|
2019
Q1 | $5K | Hold |
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|
2018
Q4 | $4K | Sell |
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|
2018
Q3 | $40K | Sell |
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|
2018
Q2 | $64K | Sell |
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|
2018
Q1 | $1.74M | Buy |
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|
2017
Q4 | $1.71M | Buy |
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|
2017
Q3 | $1.52M | Sell |
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|
2017
Q2 | $1.7M | Buy |
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|
2017
Q1 | $1.55M | Buy |
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|
2016
Q4 | $1.5M | Sell |
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|
2016
Q3 | $1.44M | Buy |
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|
2016
Q2 | $1.44M | Sell |
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|
2016
Q1 | $1.54M | Buy |
|