LBMC Investment Advisors’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 | $14.9M | Sell |
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2025
Q2 | $14.1M | Sell |
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|
2025
Q1 | $12.4M | Sell |
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|
2024
Q4 | $14.3M | Sell |
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|
2024
Q3 | $13.6M | Sell |
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|
2024
Q2 | $13.2M | Sell |
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|
2024
Q1 | $12.1M | Buy |
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|
2023
Q4 | $10.2M | Sell |
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|
2023
Q3 | $9.24M | Sell |
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|
2023
Q2 | $9.77M | Sell |
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|
2023
Q1 | $8.9M | Sell |
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|
2022
Q4 | $8.41M | Buy |
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|
2022
Q3 | $8.05M | Buy |
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|
2022
Q2 | $8.29M | Buy |
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|
2022
Q1 | $8.84M | Buy |
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|
2021
Q4 | $9.62M | Buy |
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|
2021
Q3 | $8.57K | Sell |
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|
2021
Q2 | $8.47M | Sell |
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|
2021
Q1 | $7.84M | Sell |
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|
2020
Q4 | $7.71M | Sell |
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|
2020
Q3 | $7.22M | Sell |
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|
2020
Q2 | $6.52M | Sell |
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|
2020
Q1 | $5.22M | Sell |
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|
2019
Q4 | $6.44M | Buy |
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|
2019
Q3 | $5.98M | Sell |
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|
2019
Q2 | $6.59M | Sell |
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|
2019
Q1 | $6.61M | Sell |
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|
2018
Q4 | $6.2M | Sell |
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|
2018
Q3 | $7.3M | Buy |
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|
2018
Q2 | $6.68M | Sell |
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|
2018
Q1 | $6.39M | Sell |
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|
2017
Q4 | $7.47M | Buy |
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|
2017
Q3 | $6.98M | Sell |
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|
2017
Q2 | $7.18M | Sell |
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|
2017
Q1 | $6.91M | Sell |
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|
2016
Q4 | $6.51M | Sell |
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|
2016
Q3 | $6.52M | Sell |
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|
2016
Q2 | $7.29M | Sell |
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|
2016
Q1 | $7.7M | Sell |
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|
2015
Q4 | $7.7M | Buy |
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|
2015
Q3 | $7.16M | Buy |
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|
2015
Q2 | $7.46M | Sell |
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|
2015
Q1 | $7.51M | Buy |
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|
2014
Q4 | $7.35M | Buy |
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|
2014
Q3 | $7.04M | Buy |
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|
2014
Q2 | $6.79M | Sell |
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|
2014
Q1 | $7.18M | Buy |
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|
2013
Q4 | $7.07M | Buy |
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|
2013
Q3 | $6.36M | Sell |
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|
2013
Q2 | $6.1M | Buy |
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