Joel Isaacson & 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
Q3 | $2.81M | Buy |
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|
2025
Q2 | $2.56M | Sell |
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|
2025
Q1 | $2.16M | Sell |
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|
2024
Q4 | $2.4M | Buy |
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|
2024
Q3 | $2.04M | Buy |
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|
2024
Q2 | $1.64M | Sell |
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|
2024
Q1 | $1.55M | Buy |
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|
2023
Q4 | $1.04M | Buy |
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|
2023
Q3 | $764K | Sell |
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|
2023
Q2 | $796K | Buy |
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|
2023
Q1 | $676K | Buy |
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|
2022
Q4 | $618K | Sell |
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|
2022
Q3 | $617K | Buy |
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|
2022
Q2 | $575K | Buy |
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|
2022
Q1 | $685K | Sell |
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|
2021
Q4 | $802K | Buy |
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|
2021
Q3 | $708K | Buy |
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|
2021
Q2 | $678K | Buy |
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|
2021
Q1 | $607K | Hold |
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|
2020
Q4 | $594K | Buy |
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|
2020
Q3 | $538K | Buy |
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|
2020
Q2 | $421K | Buy |
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|
2020
Q1 | $335K | Sell |
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|
2019
Q4 | $504K | Buy |
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|
2019
Q3 | $468K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $52K | Hold |
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|
2016
Q3 | $52K | Hold |
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|
2016
Q2 | $50K | Hold |
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|
2016
Q1 | $50K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $42K | Hold |
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|
2014
Q4 | $41K | Hold |
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|
2014
Q3 | $39K | Buy |
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