Kestra Private Wealth 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 | $29.4M | Buy |
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|
2025
Q2 | $25.2M | Buy |
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|
2025
Q1 | $20.9M | Buy |
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|
2024
Q4 | $17.6M | Buy |
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|
2024
Q3 | $14.9M | Buy |
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|
2024
Q2 | $12.2M | Buy |
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|
2024
Q1 | $9.21M | Buy |
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|
2023
Q4 | $6.26M | Sell |
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|
2023
Q3 | $5.76M | Buy |
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|
2023
Q2 | $4.05M | Buy |
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|
2023
Q1 | $3.44M | Buy |
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|
2022
Q4 | $2.71M | Sell |
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|
2022
Q3 | $4.19M | Buy |
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|
2022
Q2 | $3.98M | Buy |
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|
2022
Q1 | $3.52M | Sell |
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|
2021
Q4 | $4.67M | Buy |
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|
2021
Q3 | $2.86M | Sell |
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|
2021
Q2 | $2.85M | Sell |
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|
2021
Q1 | $3.11M | Sell |
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|
2020
Q4 | $5.09M | Buy |
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|
2020
Q3 | $4.56M | Buy |
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