Larson Financial Group’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 | $539K | Buy |
|
|||||
|
2025
Q2 | $435K | Buy |
|
|||||
|
2025
Q1 | $363K | Buy |
|
|||||
|
2024
Q4 | $394K | Sell |
|
|||||
|
2024
Q3 | $789K | Sell |
|
|||||
|
2024
Q2 | $2.49M | Buy |
|
|||||
|
2024
Q1 | $2.26M | Buy |
|
|||||
|
2023
Q4 | $284K | Sell |
|
|||||
|
2023
Q3 | $2.67M | Sell |
|
|||||
|
2023
Q2 | $3M | Sell |
|
|||||
|
2023
Q1 | $2.8M | Buy |
|
|||||
|
2022
Q4 | $2.55M | Buy |
|
|||||
|
2022
Q3 | $1.41M | Buy |
|
|||||
|
2022
Q2 | $291K | Sell |
|
|||||
|
2022
Q1 | $369K | Sell |
|
|||||
|
2021
Q4 | $3.96M | Buy |
|
|||||
|
2021
Q3 | $29K | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $5K | Sell |
|
|||||
|
2019
Q4 | $19K | Buy |
|