Howard Financial Services’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 | $571K | Buy |
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|
2025
Q2 | $520K | Buy |
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|
2025
Q1 | $438K | Buy |
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|
2024
Q4 | $407K | Buy |
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|
2024
Q3 | $384K | Buy |
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|
2024
Q2 | $371K | Buy |
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|
2024
Q1 | $338K | Sell |
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|
2023
Q4 | $319K | Buy |
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|
2023
Q3 | $215K | Hold |
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|
2023
Q2 | $221K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $237K | Buy |
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|
2021
Q4 | $259K | Buy |
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|
2021
Q3 | $228K | Buy |
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|
2021
Q2 | $219K | Buy |
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