Keystone 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 | $3.94M | Buy |
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|
2025
Q2 | $1.94M | Sell |
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|
2025
Q1 | $1.79M | Sell |
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|
2024
Q4 | $2.02M | Buy |
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|
2024
Q3 | $1.82M | Buy |
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|
2024
Q2 | $1.5M | Buy |
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|
2024
Q1 | $1.23M | Buy |
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|
2023
Q4 | $1.06M | Sell |
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|
2023
Q3 | $1.03M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $223K | Buy |
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|
2022
Q3 | $218K | Sell |
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|
2022
Q2 | $234K | Buy |
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|
2022
Q1 | $294K | Buy |
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|
2021
Q4 | $315K | Buy |
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