Marcum Wealth’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
Q1 | $457K | Buy |
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|
2024
Q4 | $475K | Sell |
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|
2024
Q3 | $499K | Hold |
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|
2024
Q2 | $483K | Buy |
|
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|
2024
Q1 | $332K | Sell |
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|
2023
Q4 | $721K | Hold |
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|
2023
Q3 | $657K | Sell |
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|
2023
Q2 | $725K | Sell |
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|
2023
Q1 | $831K | Sell |
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|
2022
Q4 | $926K | Sell |
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|
2022
Q3 | $1.13M | Sell |
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|
2022
Q2 | $1.41M | Sell |
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|
2022
Q1 | $1.91M | Sell |
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|
2021
Q4 | $4.28M | Buy |
|