Keebeck Wealth Management’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
Q2 | $14.4M | Sell |
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|
2025
Q1 | $14M | Buy |
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|
2024
Q4 | $13.1M | Sell |
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|
2024
Q3 | $12.9M | Sell |
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|
2024
Q2 | $12.9M | Buy |
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|
2024
Q1 | $8.52M | Buy |
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|
2023
Q4 | $4.5M | Buy |
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|
2023
Q3 | $3M | Buy |
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|
2023
Q2 | $353K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $508K | Buy |
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|
2022
Q2 | $266K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $245K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $15K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $14K | Buy |
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