Liberty Wealth Management’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 | $31.1M | Buy |
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|
2025
Q2 | $27.6M | Buy |
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|
2025
Q1 | $22.6M | Buy |
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|
2024
Q4 | $23.5M | Sell |
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|
2024
Q3 | $22.8M | Sell |
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|
2024
Q2 | $20.4M | Buy |
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|
2024
Q1 | $5.54M | Sell |
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|
2023
Q4 | $5.71M | Buy |
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|
2023
Q3 | $4.11M | Buy |
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|
2023
Q2 | $488K | Buy |
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|
2022
Q3 | $249K | Sell |
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|
2022
Q2 | $260K | Buy |
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|
2022
Q1 | $327K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $438K | Buy |
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|
2021
Q2 | $199K | Buy |
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|
2021
Q1 | $177K | Hold |
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|
2020
Q4 | $177K | Sell |
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|
2020
Q3 | $204K | Buy |
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|
2020
Q2 | $46K | Sell |
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|
2020
Q1 | $21K | Sell |
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|
2019
Q4 | $70K | Sell |
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|
2019
Q3 | $66K | Sell |
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|
2019
Q2 | $90K | Sell |
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|
2019
Q1 | $93K | Sell |
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|
2018
Q4 | $201K | Buy |
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