Lido 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
Q2 | $376M | Buy |
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|
2025
Q1 | $298M | Buy |
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|
2024
Q4 | $318M | Buy |
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|
2024
Q3 | $200M | Sell |
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|
2024
Q2 | $239M | Buy |
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|
2024
Q1 | $212M | Sell |
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|
2023
Q4 | $192M | Buy |
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|
2023
Q3 | $171M | Buy |
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|
2023
Q2 | $130M | Buy |
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|
2023
Q1 | $91.5M | Buy |
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|
2022
Q4 | $79.6M | Sell |
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|
2022
Q3 | $80.2M | Buy |
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|
2022
Q2 | $57.9M | Sell |
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|
2022
Q1 | $74.3M | Sell |
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|
2021
Q4 | $169M | Sell |
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|
2021
Q3 | $155M | Buy |
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|
2021
Q2 | $62.5M | Buy |
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|
2021
Q1 | $51.1M | Sell |
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|
2020
Q4 | $107M | Sell |
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|
2020
Q3 | $109M | Buy |
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|
2020
Q2 | $86.7M | Buy |
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|
2020
Q1 | $67.4M | Buy |
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|
2019
Q4 | $74.5M | Buy |
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|
2019
Q3 | $63.7M | Buy |
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|
2019
Q2 | $61.6M | Buy |
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|
2019
Q1 | $54.3M | Sell |
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|
2018
Q4 | $53.5M | Buy |
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|
2018
Q3 | $54.2M | Buy |
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|
2018
Q2 | $40.2M | Buy |
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|
2018
Q1 | $30M | Buy |
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|
2017
Q4 | $25.3M | Buy |
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|
2017
Q3 | $21.6M | Buy |
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|
2017
Q2 | $18.3M | Sell |
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|
2017
Q1 | $19.2M | Buy |
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|
2016
Q4 | $1.66M | Buy |
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