JDM Financial 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 | $120K | Hold |
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|
2025
Q2 | $110K | Hold |
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|
2025
Q1 | $92.5K | Hold |
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|
2024
Q4 | $101K | Sell |
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|
2024
Q3 | $124K | Hold |
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|
2024
Q2 | $120K | Hold |
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|
2024
Q1 | $110K | Hold |
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|
2023
Q4 | $97.6K | Hold |
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|
2023
Q3 | $88.9K | Hold |
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|
2023
Q2 | $91.6K | Hold |
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|
2023
Q1 | $83.1K | Hold |
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|
2022
Q4 | $76K | Buy |
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