Institute for 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 | $2.67M | Sell |
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|
2025
Q2 | $2.67M | Sell |
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|
2025
Q1 | $2.48M | Buy |
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|
2024
Q4 | $2.69M | Sell |
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|
2024
Q3 | $2.59M | Buy |
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|
2024
Q2 | $2.43M | Sell |
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|
2024
Q1 | $2.39M | Sell |
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|
2023
Q4 | $2.22M | Buy |
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|
2023
Q3 | $1.82M | Buy |
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|
2023
Q2 | $1.68M | Sell |
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|
2023
Q1 | $1.65M | Sell |
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|
2022
Q4 | $1.55M | Sell |
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|
2022
Q3 | $1.66M | Sell |
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|
2022
Q2 | $1.76M | Buy |
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|
2022
Q1 | $2.13M | Sell |
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|
2021
Q4 | $2.41M | Buy |
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|
2021
Q3 | $1.95M | Sell |
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|
2021
Q2 | $2.14M | Sell |
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|
2021
Q1 | $1.94M | Buy |
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|
2020
Q4 | $1.87M | Sell |
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|
2020
Q3 | $1.78M | Buy |
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|
2020
Q2 | $1.57M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $264K | Sell |
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|
2019
Q3 | $2.34M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $2.51M | Sell |
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|
2018
Q1 | $2.5M | Buy |
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|
2017
Q4 | $1.31M | Sell |
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|
2017
Q3 | $2.29M | Buy |
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|
2017
Q2 | $1.48M | Buy |
|