Lake Street Private Wealth’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 | $504K | Sell |
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|
2025
Q2 | $460K | Sell |
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|
2025
Q1 | $390K | Hold |
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|
2024
Q4 | $427K | Buy |
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|
2024
Q3 | $398K | Sell |
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|
2024
Q2 | $389K | Buy |
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|
2024
Q1 | $340K | Buy |
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|
2023
Q4 | $276K | Sell |
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|
2023
Q3 | $255K | Buy |
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|
2023
Q2 | $250K | Sell |
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|
2023
Q1 | $252K | Sell |
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|
2022
Q4 | $795K | Sell |
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|
2022
Q3 | $1.06M | Buy |
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|
2022
Q2 | $1.1M | Sell |
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|
2022
Q1 | $1.8M | Buy |
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|
2021
Q4 | $1.94M | Buy |
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|
2021
Q3 | $1.34M | Buy |
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|
2021
Q2 | $1.23M | Sell |
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|
2021
Q1 | $1.1M | Buy |
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|
2020
Q4 | $940K | Buy |
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|
2020
Q3 | $729K | Sell |
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|
2020
Q2 | $689K | Sell |
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|
2020
Q1 | $571K | Sell |
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|
2019
Q4 | $940K | Buy |
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|
2019
Q3 | $858K | Buy |
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|
2019
Q2 | $793K | Buy |
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|
2019
Q1 | $416K | Buy |
|