Householder Group Estate & Retirement Specialist’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
2024
Q4
$19K Sell
2024
Q3
$4.36M Sell
2024
Q2
$4.24M Buy
2024
Q1
$3.63M Buy
2023
Q4
$3.11M Buy
2023
Q3
$2.71M Buy
2023
Q1
$2.2M Buy
2022
Q4
Sell
2022
Q3
$1.93M Buy
2022
Q2
$1.92M Buy
2022
Q1
$2.32M Buy
2021
Q4
$2.19M Buy