Journey Advisory 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 | $743K | Hold |
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|
2025
Q2 | $677K | Hold |
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|
2025
Q1 | $571K | Hold |
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|
2024
Q4 | $569K | Hold |
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|
2024
Q3 | $569K | Hold |
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|
2024
Q2 | $569K | Hold |
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|
2024
Q1 | $520K | Sell |
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|
2023
Q4 | $502K | Hold |
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|
2023
Q3 | $458K | Sell |
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|
2023
Q2 | $481K | Sell |
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|
2023
Q1 | $460K | Sell |
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|
2022
Q4 | $428K | Sell |
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|
2022
Q3 | $618K | Sell |
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|
2022
Q2 | $779K | Buy |
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|
2022
Q1 | $805K | Hold |
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|
2021
Q4 | $882K | Hold |
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|
2021
Q3 | $779K | Sell |
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|
2021
Q2 | $780K | Hold |
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|
2021
Q1 | $698K | Hold |
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|
2020
Q4 | $684K | Buy |
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