J.W. Burns & Co’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 | $997K | Sell |
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|
2025
Q1 | $869K | Hold |
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|
2024
Q4 | $951K | Hold |
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|
2024
Q3 | $896K | Hold |
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|
2024
Q2 | $866K | Sell |
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|
2024
Q1 | $803K | Hold |
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|
2023
Q4 | $714K | Buy |
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|
2023
Q3 | $611K | Sell |
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|
2023
Q2 | $659K | Hold |
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|
2023
Q1 | $597K | Sell |
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|
2022
Q4 | $571K | Sell |
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|
2022
Q3 | $571K | Hold |
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|
2022
Q2 | $596K | Sell |
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|
2022
Q1 | $817K | Sell |
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|
2021
Q4 | $898K | Sell |
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|
2021
Q3 | $802K | Hold |
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|
2021
Q2 | $789K | Sell |
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|
2021
Q1 | $786K | Sell |
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|
2020
Q4 | $804K | Sell |
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|
2020
Q3 | $736K | Sell |
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|
2020
Q2 | $674K | Sell |
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|
2020
Q1 | $546K | Sell |
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|
2019
Q4 | $647K | Sell |
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|
2019
Q3 | $616K | Sell |
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|
2019
Q2 | $621K | Hold |
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|
2019
Q1 | $597K | Sell |
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|
2018
Q4 | $537K | Sell |
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|
2018
Q3 | $682K | Sell |
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|
2018
Q2 | $630K | Sell |
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|
2018
Q1 | $659K | Hold |
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|
2017
Q4 | $649K | Sell |
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|
2017
Q3 | $627K | Sell |
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|
2017
Q2 | $688K | Sell |
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|
2017
Q1 | $668K | Sell |
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|
2016
Q4 | $627K | Buy |
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|
2016
Q3 | $578K | Sell |
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|
2016
Q2 | $578K | Buy |
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|
2016
Q1 | $568K | Sell |
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|
2015
Q4 | $572K | Sell |
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|
2015
Q3 | $541K | Sell |
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|
2015
Q2 | $611K | Hold |
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|
2015
Q1 | $612K | Hold |
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|
2014
Q4 | $599K | Buy |
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|
2014
Q3 | $568K | Sell |
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|
2014
Q2 | $562K | Hold |
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|
2014
Q1 | $533K | Sell |
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|
2013
Q4 | $530K | Hold |
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|
2013
Q3 | $479K | Sell |
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|
2013
Q2 | $454K | Buy |
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