Kovitz Investment Group Partners’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 | $95.7M | Buy |
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|
2025
Q1 | $53.9M | Buy |
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|
2024
Q4 | $58.1M | Sell |
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|
2024
Q3 | $3.68M | Buy |
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|
2024
Q2 | $51.5M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $16.7M | Sell |
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|
2022
Q4 | $16.3M | Buy |
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|
2022
Q3 | $14.4M | Sell |
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|
2022
Q2 | $15.1M | Buy |
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|
2022
Q1 | $19.1M | Buy |
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|
2021
Q4 | $15.9M | Sell |
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|
2021
Q3 | $18.5M | Buy |
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|
2021
Q2 | $18.2M | Buy |
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|
2021
Q1 | $16.3M | Buy |
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|
2020
Q4 | $15.9M | Sell |
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|
2020
Q3 | $14.4M | Buy |
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|
2020
Q2 | $12.9M | Buy |
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|
2020
Q1 | $8.06M | Buy |
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