Madison Wealth Partners’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 | $775K | Sell |
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|
2025
Q2 | $855K | Buy |
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|
2025
Q1 | $720K | Buy |
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|
2024
Q4 | $741K | Buy |
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|
2024
Q3 | $694K | Hold |
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|
2024
Q2 | $670K | Buy |
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|
2024
Q1 | $607K | Hold |
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|
2023
Q4 | $540K | Hold |
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|
2023
Q3 | $492K | Buy |
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|
2023
Q2 | $506K | Sell |
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|
2023
Q1 | $467K | Buy |
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|
2022
Q4 | $414K | Buy |
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|
2022
Q3 | $409K | Buy |
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|
2022
Q2 | $421K | Buy |
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|
2022
Q1 | $481K | Buy |
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|
2021
Q4 | $517K | Buy |
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|
2021
Q3 | $455K | Buy |
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|
2021
Q2 | $425K | Buy |
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|
2021
Q1 | $336K | Hold |
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|
2020
Q4 | $336K | Buy |
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