Krilogy Financial’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 | $1.44M | Buy |
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|
2025
Q2 | $1.1M | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $2.17M | Sell |
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|
2024
Q1 | $2.18M | Buy |
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|
2023
Q4 | $1.88M | Sell |
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|
2023
Q3 | $1.81M | Hold |
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|
2023
Q2 | $1.86M | Buy |
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|
2023
Q1 | $1.53M | Sell |
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|
2022
Q4 | $1.43M | Buy |
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|
2022
Q3 | $584K | Hold |
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|
2022
Q2 | $609K | Buy |
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|
2022
Q1 | $563K | Sell |
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|
2021
Q4 | $655K | Buy |
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|
2021
Q3 | $397K | Buy |
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|
2021
Q2 | $268K | Buy |
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|
2021
Q1 | $223K | Buy |
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|
2020
Q4 | $218K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $223K | Sell |
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|
2019
Q2 | $242K | Buy |
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|
2019
Q1 | $224K | Sell |
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|
2018
Q4 | $201K | Buy |
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|
2018
Q3 | $231K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $186K | Buy |
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|
2017
Q4 | $90K | Sell |
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|
2017
Q3 | $94K | Sell |
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|
2017
Q2 | $189K | Sell |
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|
2017
Q1 | $173K | Hold |
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|
2016
Q4 | $173K | Buy |
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|
2016
Q3 | $172K | Buy |
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|
2016
Q2 | $89K | Buy |
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|
2016
Q1 | $85K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $18K | Buy |
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