Horizon Family Wealth’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 | $12.3M | Buy |
|
|||||
|
2025
Q2 | $11.1M | Buy |
|
|||||
|
2025
Q1 | $9.09M | Buy |
|
|||||
|
2024
Q4 | $9.7M | Buy |
|
|||||
|
2024
Q3 | $8.99M | Sell |
|
|||||
|
2024
Q2 | $10.5M | Sell |
|
|||||
|
2024
Q1 | $11M | Sell |
|
|||||
|
2023
Q4 | $10.1M | Buy |
|
|||||
|
2023
Q3 | $9M | Buy |
|
|||||
|
2023
Q2 | $6.59M | Sell |
|
|||||
|
2023
Q1 | $6.48M | Buy |
|
|||||
|
2022
Q4 | $5.28M | Buy |
|
|||||
|
2022
Q3 | $3.46M | Buy |
|
|||||
|
2022
Q2 | $3.59M | Buy |
|
|||||
|
2022
Q1 | $4.22M | Sell |
|
|||||
|
2021
Q4 | $5.42M | Buy |
|