Insight Wealth Strategies’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 | $565K | Sell |
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|
2025
Q2 | $527K | Buy |
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|
2025
Q1 | $449K | Buy |
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|
2024
Q4 | $490K | Sell |
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|
2024
Q3 | $536K | Buy |
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|
2024
Q2 | $502K | Buy |
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|
2024
Q1 | $452K | Sell |
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|
2023
Q4 | $403K | Buy |
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|
2023
Q3 | $365K | Buy |
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|
2023
Q2 | $375K | Sell |
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|
2023
Q1 | $394K | Sell |
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|
2022
Q4 | $372K | Sell |
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|
2022
Q3 | $436K | Hold |
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|
2022
Q2 | $436K | Sell |
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|
2022
Q1 | $571K | Sell |
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|
2021
Q4 | $690K | Sell |
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|
2021
Q3 | $880K | Sell |
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|
2021
Q2 | $1.04M | Sell |
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|
2021
Q1 | $1.34M | Sell |
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|
2020
Q4 | $1.8M | Sell |
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|
2020
Q3 | $1.64M | Buy |
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|
2020
Q2 | $1.41M | Sell |
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|
2020
Q1 | $1.38M | Sell |
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|
2019
Q4 | $25.3M | Buy |
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|
2019
Q3 | $23M | Buy |
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|
2019
Q2 | $19.5M | Buy |
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|
2019
Q1 | $15.7M | Sell |
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|
2018
Q4 | $15.4M | Buy |
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