Klaas Financial Asset Advisors’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 | $2.17M | Sell |
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|
2025
Q1 | $1.87M | Sell |
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|
2024
Q4 | $2.11M | Sell |
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|
2024
Q3 | $2.08M | Sell |
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|
2024
Q2 | $2.16M | Sell |
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|
2024
Q1 | $2M | Sell |
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|
2023
Q4 | $1.88M | Sell |
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|
2023
Q3 | $1.85M | Sell |
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|
2023
Q2 | $1.91M | Sell |
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|
2023
Q1 | $1.81M | Sell |
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|
2022
Q4 | $1.69M | Sell |
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|
2022
Q3 | $2.32M | Sell |
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|
2022
Q2 | $2.46M | Sell |
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|
2022
Q1 | $4.32M | Sell |
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|
2021
Q4 | $4.84M | Sell |
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|
2021
Q3 | $4.83M | Sell |
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|
2021
Q2 | $4.91M | Sell |
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|
2021
Q1 | $6.32M | Sell |
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|
2020
Q4 | $8.13M | Buy |
|