IAA
Independent Advisor Alliance’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $440K | Buy |
+3,999
| New | +$440K | 0.01% | 617 |
|
|
2025
Q1 | – | Sell |
-129,011
| Closed | -$13.1M | – | 1102 |
|
|
2024
Q4 | $13.1M | Buy |
+129,011
| New | +$13.1M | 0.17% | 131 |
|
|
2021
Q1 | – | Sell |
-3,992
| Closed | -$255K | – | 604 |
|
|
2020
Q4 | $255K | Buy |
3,992
+180
| +5% | +$11.5K | 0.02% | 462 |
|
|
2020
Q3 | $215K | Buy |
3,812
+2,187
| +135% | +$123K | 0.02% | 442 |
|
|
2020
Q2 | $366K | Buy |
+1,625
| New | +$366K | 0.04% | 332 |
|
|
2020
Q1 | – | Sell |
-73,062
| Closed | -$14.1M | – | 623 |
|
|
2019
Q4 | $14.1M | Buy |
+73,062
| New | +$14.1M | 0.62% | 26 |
|
|
2017
Q2 | – | Sell |
-59,797
| Closed | -$7.85M | – | 317 |
|
|
2017
Q1 | $7.85M | Buy |
+59,797
| New | +$7.85M | 1.24% | 13 |
|