Icon Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $8.07M | Buy |
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|
2023
Q2 | $2.63M | Buy |
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|
2023
Q1 | $216K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $497K | Hold |
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|
2021
Q4 | $545K | Hold |
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|
2021
Q3 | $481K | Sell |
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|
2021
Q2 | $505K | Buy |
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|
2021
Q1 | $208K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $321K | Sell |
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|
2018
Q4 | $2.14M | Buy |
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|
2018
Q3 | $1.56M | Buy |
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|
2018
Q2 | $1.31M | Buy |
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|
2018
Q1 | $540K | Buy |
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|
2017
Q4 | $471K | Buy |
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