InterOcean Capital Group’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
2024
Q1
$1.2M Sell
2023
Q4
$1.07M Sell
2023
Q3
$1.09M Hold
2023
Q2
$1.12M Sell
2023
Q1
$1.03M Buy
2022
Q4
$877K Buy
2022
Q3
$831K Hold
2022
Q2
$867K Buy
2022
Q1
$610K Hold
2021
Q4
$669K Hold
2021
Q3
$591K Hold
2021
Q2
$581K Sell
2021
Q1
$547K Hold
2020
Q4
$537K Buy