Laurel Wealth Planning’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 | $6.94M | Sell |
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|
2025
Q2 | $6.38M | Buy |
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|
2025
Q1 | $5.34M | Buy |
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|
2024
Q4 | $5.84M | Sell |
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|
2024
Q3 | $5.58M | Sell |
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|
2024
Q2 | $5.46M | Sell |
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|
2024
Q1 | $5.02M | Sell |
|
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|
2023
Q4 | $4.51M | Buy |
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|
2023
Q3 | $3.96M | Sell |
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|
2023
Q2 | $4.15M | Buy |
|
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|
2023
Q1 | $3.68M | Sell |
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|
2022
Q4 | $3.83M | Sell |
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|
2022
Q3 | $3.84M | Sell |
|
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|
2022
Q2 | $4.03M | Sell |
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|
2022
Q1 | $5.5M | Buy |
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|
2021
Q4 | $5.86M | Sell |
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|
2021
Q3 | $6.06M | Sell |
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|
2021
Q2 | $6.04M | Sell |
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|
2021
Q1 | $5.68M | Buy |
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|
2020
Q4 | $5.27M | Buy |
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