JSF Financial’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 | $264K | Buy |
|
|||||
|
2025
Q2 | $241K | Buy |
|
|||||
|
2025
Q1 | $203K | Buy |
|
|||||
|
2024
Q4 | $222K | Sell |
|
|||||
|
2024
Q3 | $218K | Sell |
|
|||||
|
2024
Q2 | $213K | Sell |
|
|||||
|
2024
Q1 | $201K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $294K | Hold |
|
|||||
|
2021
Q4 | $322K | Hold |
|
|||||
|
2021
Q3 | $284K | Hold |
|
|||||
|
2021
Q2 | $280K | Hold |
|
|||||
|
2021
Q1 | $250K | Sell |
|
|||||
|
2020
Q4 | $336K | Sell |
|
|||||
|
2020
Q3 | $362K | Sell |
|
|||||
|
2020
Q2 | $553K | Sell |
|
|||||
|
2020
Q1 | $578K | Sell |
|
|||||
|
2019
Q4 | $733K | Sell |
|
|||||
|
2019
Q3 | $839K | Sell |
|
|||||
|
2019
Q2 | $932K | Sell |
|
|||||
|
2019
Q1 | $977K | Sell |
|
|||||
|
2018
Q4 | $1.11M | Buy |
|