Laffer Tengler Investments’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 | $3M | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $1.01M | Hold |
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|
2024
Q3 | $951K | Hold |
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|
2024
Q2 | $920K | Hold |
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|
2024
Q1 | $839K | Hold |
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|
2023
Q4 | $746K | Hold |
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|
2023
Q3 | $680K | Hold |
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|
2023
Q2 | $700K | Hold |
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|
2023
Q1 | $635K | Hold |
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|
2022
Q4 | $581K | Sell |
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|
2022
Q3 | $583K | Hold |
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|
2022
Q2 | $609K | Hold |
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|
2022
Q1 | $770K | Sell |
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|
2021
Q4 | $848K | Hold |
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|
2021
Q3 | $749K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $647K | Sell |
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|
2020
Q4 | $680K | Hold |
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|
2020
Q3 | $618K | Hold |
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|
2020
Q2 | $555K | Buy |
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