Independent Advisor Alliance’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 | $461K | Sell |
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|
2025
Q2 | $440K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $13.1M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $255K | Sell |
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|
2020
Q3 | $215K | Buy |
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|
2020
Q2 | $366K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $14.1M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $7.85M | Buy |
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