Market Street Wealth Management 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
Q3 | $2.05M | Sell |
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|
2025
Q2 | $1.88M | Sell |
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|
2025
Q1 | $1.59M | Sell |
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|
2024
Q4 | $1.76M | Sell |
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|
2024
Q3 | $1.66M | Hold |
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|
2024
Q2 | $1.61M | Sell |
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|
2024
Q1 | $1.47M | Sell |
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|
2023
Q4 | $1.38M | Sell |
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|
2023
Q3 | $1.42M | Buy |
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|
2023
Q2 | $1.32M | Sell |
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|
2023
Q1 | $1.2M | Sell |
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|
2022
Q4 | $1.17M | Sell |
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|
2022
Q3 | $1.22M | Sell |
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|
2022
Q2 | $1.3M | Sell |
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|
2022
Q1 | $1.67M | Hold |
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|
2021
Q4 | $1.83M | Hold |
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|
2021
Q3 | $1.62M | Sell |
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|
2021
Q2 | $1.63M | Hold |
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|
2021
Q1 | $1.45M | Sell |
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|
2020
Q4 | $1.52M | Sell |
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|
2020
Q3 | $1.37M | Hold |
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|
2020
Q2 | $1.23M | Sell |
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|
2020
Q1 | $1.18M | Sell |
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|
2019
Q4 | $1.39M | Sell |
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|
2019
Q3 | $1.33M | Sell |
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|
2019
Q2 | $1.42M | Sell |
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|
2019
Q1 | $1.37M | Sell |
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|
2018
Q4 | $1.22M | Buy |
|