Kestra Advisory Services’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 | $83.3M | Sell |
|
|||||
|
2025
Q2 | $78.2M | Buy |
|
|||||
|
2025
Q1 | $58.9M | Sell |
|
|||||
|
2024
Q4 | $66.8M | Buy |
|
|||||
|
2024
Q3 | $57.3M | Sell |
|
|||||
|
2024
Q2 | $53.9M | Buy |
|
|||||
|
2024
Q1 | $42.2M | Buy |
|
|||||
|
2023
Q4 | $32.3M | Buy |
|
|||||
|
2023
Q3 | $27.9M | Buy |
|
|||||
|
2023
Q2 | $23.6M | Sell |
|
|||||
|
2023
Q1 | $22.6M | Sell |
|
|||||
|
2022
Q4 | $26.3M | Buy |
|
|||||
|
2022
Q3 | $17.7M | Buy |
|
|||||
|
2022
Q2 | $16.6M | Sell |
|
|||||
|
2022
Q1 | $24.7M | Buy |
|
|||||
|
2021
Q4 | $26.1M | Sell |
|
|||||
|
2021
Q3 | $25.2M | Buy |
|
|||||
|
2021
Q2 | $22.3M | Sell |
|
|||||
|
2021
Q1 | $22.2M | Sell |
|
|||||
|
2020
Q4 | $30M | Buy |
|
|||||
|
2020
Q3 | $22.3M | Buy |
|