Investment Research & 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
Q3 | $852K | Sell |
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|
2025
Q2 | $786K | Buy |
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|
2025
Q1 | $662K | Hold |
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|
2024
Q4 | $724K | Hold |
|
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|
2024
Q3 | $683K | Hold |
|
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|
2024
Q2 | $660K | Hold |
|
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|
2024
Q1 | $602K | Hold |
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|
2023
Q4 | $536K | Hold |
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|
2023
Q3 | $488K | Hold |
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|
2023
Q2 | $503K | Hold |
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|
2023
Q1 | $456K | Hold |
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|
2022
Q4 | $417K | Hold |
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|
2022
Q3 | $413K | Hold |
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|
2022
Q2 | $431K | Hold |
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|
2022
Q1 | $546K | Sell |
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|
2021
Q4 | $597K | Sell |
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|
2021
Q3 | $756K | Hold |
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|
2021
Q2 | $739K | Buy |
|