Instrumental Wealth’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 | $18.3M | Buy |
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|
2025
Q2 | $16.4M | Buy |
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|
2025
Q1 | $13.5M | Buy |
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|
2024
Q4 | $14.4M | Buy |
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|
2024
Q3 | $13.6M | Buy |
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|
2024
Q2 | $12.1M | Buy |
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|
2024
Q1 | $11.9M | Sell |
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|
2023
Q4 | $12M | Sell |
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|
2023
Q3 | $10.9M | Sell |
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|
2023
Q2 | $11.6M | Buy |
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|
2023
Q1 | $10.3M | Buy |
|