Mascoma 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 | $316K | Hold |
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|
2025
Q2 | $288K | Hold |
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|
2025
Q1 | $243K | Hold |
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|
2024
Q4 | $266K | Sell |
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|
2024
Q3 | $286K | Sell |
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|
2024
Q2 | $415K | Sell |
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|
2024
Q1 | $463K | Sell |
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|
2023
Q4 | $471K | Sell |
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|
2023
Q3 | $479K | Sell |
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|
2023
Q2 | $497K | Buy |
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|
2023
Q1 | $454K | Buy |
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|
2022
Q4 | $392K | Buy |
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|
2022
Q3 | $291K | Buy |
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|
2022
Q2 | $144K | Buy |
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|
2022
Q1 | $110K | Buy |
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