Journey Strategic Wealth’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
Q4 | $772K | Sell |
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|
2025
Q3 | $776K | Sell |
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|
2025
Q2 | $767K | Sell |
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|
2025
Q1 | $722K | Buy |
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|
2024
Q4 | $757K | Sell |
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|
2024
Q3 | $787K | Buy |
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|
2024
Q2 | $589K | Buy |
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|
2024
Q1 | $537K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $266K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $368K | Buy |
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