JMG 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 | $3.38M | Hold |
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|
2025
Q2 | $3.08M | Buy |
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|
2025
Q1 | $2.5M | Buy |
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|
2024
Q4 | $1.46M | Buy |
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|
2024
Q3 | $1.37M | Buy |
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|
2024
Q2 | $913K | Sell |
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|
2024
Q1 | $882K | Buy |
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|
2023
Q4 | $771K | Sell |
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|
2023
Q3 | $2.2M | Sell |
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|
2023
Q2 | $2.77M | Buy |
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|
2023
Q1 | $2.48M | Buy |
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|
2022
Q4 | $1.35M | Buy |
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|
2022
Q3 | $504K | Hold |
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|
2022
Q2 | $526K | Sell |
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|
2022
Q1 | $789K | Buy |
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|
2021
Q4 | $769K | Hold |
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|
2021
Q3 | $679K | Sell |
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|
2021
Q2 | $825K | Sell |
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|
2021
Q1 | $796K | Sell |
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|
2020
Q4 | $808K | Hold |
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|
2020
Q3 | $732K | Sell |
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|
2020
Q2 | $678K | Hold |
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|
2020
Q1 | $540K | Hold |
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|
2019
Q4 | $633K | Sell |
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|
2019
Q3 | $614K | Buy |
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|
2019
Q2 | $592K | Hold |
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|
2019
Q1 | $569K | Sell |
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|
2018
Q4 | $545K | Hold |
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|
2018
Q3 | $641K | Hold |
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|
2018
Q2 | $588K | Hold |
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|
2018
Q1 | $561K | Hold |
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|
2017
Q4 | $553K | Buy |
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|
2017
Q3 | $474K | Sell |
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|
2017
Q2 | $857K | Sell |
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|
2017
Q1 | $998K | Buy |
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|
2016
Q4 | $849K | Hold |
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|
2016
Q3 | $848K | Hold |
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|
2016
Q2 | $812K | Buy |
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|
2016
Q1 | $778K | Sell |
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|
2015
Q4 | $795K | Buy |
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|
2015
Q3 | $539K | Hold |
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|
2015
Q2 | $570K | Buy |
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|
2015
Q1 | $552K | Sell |
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|
2014
Q4 | $604K | Sell |
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|
2014
Q3 | $619K | Hold |
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|
2014
Q2 | $609K | Hold |
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|
2014
Q1 | $578K | Hold |
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|
2013
Q4 | $572K | Hold |
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|
2013
Q3 | $518K | Hold |
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|
2013
Q2 | $487K | Buy |
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