MAI Capital 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
Q2 | $123M | Buy |
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|
2025
Q1 | $97.7M | Sell |
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|
2024
Q4 | $122M | Buy |
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|
2024
Q3 | $92M | Sell |
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|
2024
Q2 | $89.2M | Buy |
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|
2024
Q1 | $80.8M | Buy |
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|
2023
Q4 | $66.2M | Buy |
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|
2023
Q3 | $60.2M | Buy |
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|
2023
Q2 | $61.5M | Buy |
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|
2023
Q1 | $51.2M | Sell |
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|
2022
Q4 | $47.3M | Buy |
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|
2022
Q3 | $40.8M | Buy |
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|
2022
Q2 | $39.2M | Buy |
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|
2022
Q1 | $47.1M | Sell |
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|
2021
Q4 | $52.5M | Buy |
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|
2021
Q3 | $41.7M | Buy |
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|
2021
Q2 | $39.7M | Buy |
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|
2021
Q1 | $34.3M | Buy |
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|
2020
Q4 | $33.5M | Buy |
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|
2020
Q3 | $29M | Buy |
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|
2020
Q2 | $24.6M | Buy |
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|
2020
Q1 | $18.8M | Buy |
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|
2019
Q4 | $22M | Buy |
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|
2019
Q3 | $20.3M | Buy |
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|
2019
Q2 | $20.1M | Buy |
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|
2019
Q1 | $19.3M | Buy |
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|
2018
Q4 | $15.6M | Buy |
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|
2018
Q3 | $11.5M | Buy |
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|
2018
Q2 | $9.51M | Sell |
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|
2018
Q1 | $9.2M | Buy |
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|
2017
Q4 | $7.4M | Buy |
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|
2017
Q3 | $6.91M | Buy |
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|
2017
Q2 | $6.53M | Buy |
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|
2017
Q1 | $5.62M | Buy |
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|
2016
Q4 | $5.15M | Buy |
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|
2016
Q3 | $4.48M | Buy |
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|
2016
Q2 | $3.85M | Buy |
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|
2016
Q1 | $2.47M | Buy |
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|
2015
Q4 | $2.19M | Buy |
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|
2015
Q3 | $1.92M | Sell |
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|
2015
Q2 | $2.06M | Buy |
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|
2015
Q1 | $1.98M | Buy |
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|
2014
Q4 | $1.93M | Buy |
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