Klingman & Associates’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 | $420K | Hold |
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|
2025
Q2 | $383K | Hold |
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|
2025
Q1 | $323K | Sell |
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|
2024
Q4 | $587K | Hold |
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|
2024
Q3 | $554K | Hold |
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|
2024
Q2 | $535K | Hold |
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|
2024
Q1 | $488K | Hold |
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|
2023
Q4 | $434K | Hold |
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|
2023
Q3 | $396K | Sell |
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|
2023
Q2 | $485K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $217K | Buy |
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