Investment Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.66M | Buy |
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|
2025
Q1 | $7M | Buy |
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|
2024
Q4 | $7.57M | Buy |
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|
2024
Q3 | $6.27M | Buy |
|
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|
2024
Q2 | $5.78M | Buy |
|
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|
2024
Q1 | $5.07M | Buy |
|
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|
2023
Q4 | $4.26M | Buy |
|
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|
2023
Q3 | $3.7M | Buy |
|
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|
2023
Q2 | $3.77M | Buy |
|
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|
2023
Q1 | $3.38M | Buy |
|
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|
2022
Q4 | $2.98M | Buy |
|
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|
2022
Q3 | $2.92M | Buy |
|
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|
2022
Q2 | $3.04M | Sell |
|
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|
2022
Q1 | $3.88M | Sell |
|
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|
2021
Q4 | $3.85M | Buy |
|