IHT 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 | $5.3M | Sell |
|
|||||
|
2025
Q2 | $4.91M | Buy |
|
|||||
|
2025
Q1 | $3.73M | Sell |
|
|||||
|
2024
Q4 | $4.12M | Buy |
|
|||||
|
2024
Q3 | $3.46M | Sell |
|
|||||
|
2024
Q2 | $3.79M | Buy |
|
|||||
|
2024
Q1 | $2M | Sell |
|
|||||
|
2023
Q4 | $1.82M | Sell |
|
|||||
|
2023
Q3 | $1.67M | Sell |
|
|||||
|
2023
Q2 | $1.96M | Buy |
|
|||||
|
2023
Q1 | $1.68M | Sell |
|
|||||
|
2022
Q4 | $1.56M | Sell |
|
|||||
|
2022
Q3 | $1.77M | Buy |
|
|||||
|
2022
Q2 | $1.8M | Buy |
|
|||||
|
2022
Q1 | $2.26M | Buy |
|
|||||
|
2021
Q4 | $2.45M | Sell |
|
|||||
|
2021
Q3 | $2.24M | Buy |
|
|||||
|
2021
Q2 | $1.71M | Sell |
|
|||||
|
2021
Q1 | $1.58M | Sell |
|
|||||
|
2020
Q4 | $1.97M | Sell |
|
|||||
|
2020
Q3 | $1.89M | Sell |
|
|||||
|
2020
Q2 | $1.81M | Sell |
|
|||||
|
2020
Q1 | $1.56M | Sell |
|
|||||
|
2019
Q4 | $2.23M | Sell |
|
|||||
|
2019
Q3 | $2.34M | Sell |
|
|||||
|
2019
Q2 | $2.63M | Buy |
|
|||||
|
2019
Q1 | $2.29M | Buy |
|
|||||
|
2018
Q4 | $1.97M | Buy |
|
|||||
|
2018
Q3 | $2.29M | Sell |
|
|||||
|
2018
Q2 | $2.75M | Buy |
|
|||||
|
2018
Q1 | $2.55M | Sell |
|
|||||
|
2017
Q4 | $3.14M | Buy |
|
|||||
|
2017
Q3 | $288K | Buy |
|
|||||
|
2017
Q2 | $1.1K | Buy |
|
|||||
|
2017
Q1 | $1K | Sell |
|
|||||
|
2016
Q4 | $56K | Buy |
|