Jackson Grant Investment Advisers’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 | $865K | Buy |
|
|||||
|
2025
Q2 | $788K | Buy |
|
|||||
|
2025
Q1 | $664K | Buy |
|
|||||
|
2024
Q4 | $725K | Buy |
|
|||||
|
2024
Q3 | $683K | Buy |
|
|||||
|
2024
Q2 | $659K | Buy |
|
|||||
|
2024
Q1 | $601K | Buy |
|
|||||
|
2023
Q4 | $534K | Buy |
|
|||||
|
2023
Q3 | $485K | Buy |
|
|||||
|
2023
Q2 | $498K | Buy |
|
|||||
|
2023
Q1 | $451K | Buy |
|
|||||
|
2022
Q4 | $401K | Buy |
|
|||||
|
2022
Q3 | $396K | Buy |
|
|||||
|
2022
Q2 | $412K | Buy |
|
|||||
|
2022
Q1 | $521K | Buy |
|
|||||
|
2021
Q4 | $569K | Buy |
|
|||||
|
2021
Q3 | $502K | Buy |
|
|||||
|
2021
Q2 | $494K | Buy |
|
|||||
|
2021
Q1 | $441K | Buy |
|
|||||
|
2020
Q4 | $432K | Buy |
|
|||||
|
2020
Q3 | $390K | Buy |
|
|||||
|
2020
Q2 | $349K | Buy |
|
|||||
|
2020
Q1 | $277K | Buy |
|
|||||
|
2019
Q4 | $324K | Buy |
|
|||||
|
2019
Q3 | $300K | Buy |
|
|||||
|
2019
Q2 | $297K | Buy |
|
|||||
|
2019
Q1 | $241K | Buy |
|
|||||
|
2018
Q4 | $210K | Buy |
|
|||||
|
2018
Q3 | $246K | Buy |
|
|||||
|
2018
Q2 | $225K | Hold |
|
|||||
|
2018
Q1 | $215K | Buy |
|
|||||
|
2017
Q4 | $211K | Buy |
|
|||||
|
2017
Q3 | $196K | Buy |
|
|||||
|
2017
Q2 | $187K | Buy |
|
|||||
|
2017
Q1 | $179K | Hold |
|
|||||
|
2016
Q4 | $166K | Buy |
|
|||||
|
2016
Q3 | $164K | Hold |
|
|||||
|
2016
Q2 | $157K | Buy |
|
|||||
|
2016
Q1 | $155K | Buy |
|
|||||
|
2015
Q4 | $154K | Buy |
|