JFS Wealth Advisors’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 | $15.9M | Sell |
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|
2025
Q1 | $14.1M | Sell |
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|
2024
Q4 | $16.3M | Sell |
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|
2024
Q3 | $16.9M | Buy |
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|
2024
Q2 | $15.6M | Buy |
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|
2024
Q1 | $11.1M | Sell |
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|
2023
Q4 | $10.1M | Sell |
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|
2023
Q3 | $9.47M | Sell |
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|
2023
Q2 | $9.96M | Sell |
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|
2023
Q1 | $9.19M | Sell |
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|
2022
Q4 | $8.47M | Buy |
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|
2022
Q3 | $7.52M | Buy |
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|
2022
Q2 | $7.58M | Buy |
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|
2022
Q1 | $8.71M | Buy |
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|
2021
Q4 | $7.95M | Buy |
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|
2021
Q3 | $5.18M | Buy |
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|
2021
Q2 | $235K | Buy |
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|
2021
Q1 | $161K | Hold |
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|
2020
Q4 | $157K | Buy |
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|
2020
Q3 | $142K | Hold |
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|
2020
Q2 | $128K | Hold |
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|
2020
Q1 | $102K | Hold |
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|
2019
Q4 | $119K | Hold |
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|
2019
Q3 | $111K | Hold |
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|
2019
Q2 | $110K | Sell |
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|
2019
Q1 | $112K | Hold |
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|
2018
Q4 | $98K | Sell |
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|
2018
Q3 | $126K | Hold |
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|
2018
Q2 | $116K | Sell |
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|
2018
Q1 | $132K | Hold |
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|
2017
Q4 | $130K | Hold |
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|
2017
Q3 | $122K | Buy |
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|
2017
Q2 | $76K | Sell |
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|
2017
Q1 | $77K | Hold |
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|
2016
Q4 | $77K | Buy |
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|
2016
Q3 | $72K | Hold |
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|
2016
Q2 | $69K | Hold |
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|
2016
Q1 | $68K | Hold |
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|
2015
Q4 | $68K | Buy |
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|
2015
Q3 | $46K | Hold |
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|
2015
Q2 | $49K | Hold |
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|
2015
Q1 | $49K | Hold |
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|
2014
Q4 | $48K | Hold |
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|
2014
Q3 | $46K | Hold |
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|
2014
Q2 | $45K | Buy |
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