Independent Wealth Network’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 | $403K | Sell |
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|
2025
Q2 | $379K | Buy |
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|
2025
Q1 | $318K | Buy |
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|
2024
Q4 | $243K | Sell |
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|
2024
Q3 | $312K | Sell |
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|
2024
Q2 | $305K | Sell |
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|
2024
Q1 | $280K | Buy |
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|
2023
Q4 | $249K | Buy |
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|
2023
Q3 | $224K | Buy |
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|
2023
Q2 | $228K | Buy |
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|
2023
Q1 | $204K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $385K | Buy |
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|
2021
Q4 | $345K | Sell |
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|
2021
Q3 | $1.43M | Buy |
|