Litman Gregory 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 | $597K | Hold |
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|
2025
Q2 | $544K | Hold |
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|
2025
Q1 | $459K | Hold |
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|
2024
Q4 | $502K | Hold |
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|
2024
Q3 | $473K | Hold |
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|
2024
Q2 | $457K | Hold |
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|
2024
Q1 | $417K | Buy |
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|
2023
Q4 | $315K | Hold |
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|
2023
Q3 | $287K | Hold |
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|
2023
Q2 | $296K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $250K | Sell |
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|
2022
Q3 | $281K | Hold |
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|
2022
Q2 | $293K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $406K | Hold |
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|
2021
Q3 | $359K | Buy |
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|
2021
Q2 | $353 | Sell |
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|
2021
Q1 | $316K | Hold |
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|
2020
Q4 | $310K | Hold |
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|
2020
Q3 | $280K | Hold |
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|
2020
Q2 | $252K | Hold |
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|
2020
Q1 | $200K | Hold |
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|
2019
Q4 | $235K | Hold |
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|
2019
Q3 | $218K | Hold |
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|
2019
Q2 | $217K | Hold |
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|
2019
Q1 | $209K | Hold |
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|
2018
Q4 | $183K | Buy |
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|
2018
Q3 | $124K | Buy |
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|
2018
Q2 | $13K | Buy |
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