Kessler Investment 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 | $1.48M | Sell |
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|
2025
Q2 | $1.39M | Buy |
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|
2025
Q1 | $1.15M | Sell |
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|
2024
Q4 | $1.29M | Sell |
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|
2024
Q3 | $1.33M | Sell |
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|
2024
Q2 | $1.45M | Buy |
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|
2024
Q1 | $1.32M | Sell |
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|
2023
Q4 | $1.19M | Buy |
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|
2023
Q3 | $1.08M | Buy |
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|
2023
Q2 | $1.1M | Sell |
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|
2023
Q1 | $1.01M | Buy |
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|
2022
Q4 | $850K | Buy |
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|
2022
Q3 | $833K | Sell |
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|
2022
Q2 | $955K | Sell |
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|
2022
Q1 | $1.47M | Sell |
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|
2021
Q4 | $1.66M | Sell |
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|
2021
Q3 | $1.53M | Sell |
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|
2021
Q2 | $1.78M | Buy |
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|
2021
Q1 | $1.31M | Buy |
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|
2020
Q4 | $1.28M | Sell |
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|
2020
Q3 | $1.17M | Buy |
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|
2020
Q2 | $993K | Sell |
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|
2020
Q1 | $793K | Buy |
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|
2019
Q4 | $859K | Sell |
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|
2019
Q3 | $817K | Buy |
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|
2019
Q2 | $799K | Buy |
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|
2019
Q1 | $757K | Sell |
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|
2018
Q4 | $678K | Sell |
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|
2018
Q3 | $809K | Sell |
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|
2018
Q2 | $786K | Buy |
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|
2018
Q1 | $689K | Sell |
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|
2017
Q4 | $774K | Sell |
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|
2017
Q3 | $795K | Buy |
|
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|
2017
Q2 | $744K | Buy |
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|
2017
Q1 | $672K | Sell |
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|
2016
Q4 | $632K | Buy |
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|
2016
Q3 | $620K | Sell |
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|
2016
Q2 | $627K | Buy |
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|
2016
Q1 | $399K | Buy |
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|
2015
Q4 | $174K | Sell |
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|
2015
Q3 | $167K | Buy |
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