Legacy Financial Group (Iowa)’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 | $18.1M | Sell |
|
|||||
|
2025
Q2 | $16.6M | Sell |
|
|||||
|
2025
Q1 | $14.7M | Buy |
|
|||||
|
2024
Q4 | $16M | Sell |
|
|||||
|
2024
Q3 | $15.9M | Buy |
|
|||||
|
2024
Q2 | $15.3M | Buy |
|
|||||
|
2024
Q1 | $8.81M | Buy |
|
|||||
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $2.66M | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $1.27M | Buy |
|