L.J. Altfest & Co’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 | $672K | Hold |
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|
2025
Q2 | $613K | Hold |
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|
2025
Q1 | $517K | Hold |
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|
2024
Q4 | $565K | Hold |
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|
2024
Q3 | $533K | Hold |
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|
2024
Q2 | $515K | Hold |
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|
2024
Q1 | $470K | Hold |
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|
2023
Q4 | $418K | Hold |
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|
2023
Q3 | $381K | Hold |
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|
2023
Q2 | $392K | Sell |
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|
2023
Q1 | $383K | Hold |
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|
2022
Q4 | $351K | Hold |
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|
2022
Q3 | $347K | Hold |
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|
2022
Q2 | $362K | Hold |
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|
2022
Q1 | $458K | Hold |
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|
2021
Q4 | $502K | Hold |
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|
2021
Q3 | $443K | Hold |
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|
2021
Q2 | $436K | Hold |
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|
2021
Q1 | $391K | Hold |
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|
2020
Q4 | $383K | Hold |
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|
2020
Q3 | $347K | Hold |
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|
2020
Q2 | $311K | Hold |
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|
2020
Q1 | $248K | Hold |
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|
2019
Q4 | $290K | Hold |
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|
2019
Q3 | $270K | Hold |
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|
2019
Q2 | $269K | Hold |
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|
2019
Q1 | $259K | Hold |
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|
2018
Q4 | $226K | Hold |
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|
2018
Q3 | $266K | Hold |
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|
2018
Q2 | $244K | Hold |
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|
2018
Q1 | $233K | Hold |
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|
2017
Q4 | $229K | Buy |
|