Horst & Graben Wealth 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 | $30M | Sell |
|
|||||
|
2025
Q2 | $28.1M | Sell |
|
|||||
|
2025
Q1 | $26.8M | Buy |
|
|||||
|
2024
Q4 | $28.8M | Sell |
|
|||||
|
2024
Q3 | $28.9M | Buy |
|
|||||
|
2024
Q2 | $27.1M | Buy |
|
|||||
|
2024
Q1 | $15.1M | Buy |
|
|||||
|
2023
Q4 | $6.1M | Buy |
|
|||||
|
2023
Q3 | $5.09M | Buy |
|
|||||
|
2023
Q2 | $339K | Buy |
|
|||||
|
2023
Q1 | $307K | Buy |
|
|||||
|
2022
Q4 | $281K | Buy |
|
|||||
|
2022
Q3 | $278K | Buy |
|
|||||
|
2022
Q2 | $290K | Buy |
|
|||||
|
2022
Q1 | $366K | Buy |
|