Mather Group’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 | $4.3M | Sell |
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|
2025
Q1 | $4.1M | Buy |
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|
2024
Q4 | $3.38M | Buy |
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|
2024
Q3 | $3.08M | Buy |
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|
2024
Q2 | $2.04M | Buy |
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|
2024
Q1 | $1.22M | Sell |
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|
2023
Q4 | $1.42M | Buy |
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|
2023
Q3 | $1.28M | Buy |
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|
2023
Q2 | $1.03M | Buy |
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|
2023
Q1 | $902K | Sell |
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|
2022
Q4 | $839K | Sell |
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|
2022
Q3 | $837K | Sell |
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|
2022
Q2 | $892K | Sell |
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|
2022
Q1 | $1.14M | Buy |
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|
2021
Q4 | $1.17M | Sell |
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|
2021
Q3 | $1.04M | Sell |
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|
2021
Q2 | $1.09M | Sell |
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|
2021
Q1 | $1.59M | Sell |
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|
2020
Q4 | $1.64M | Sell |
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|
2020
Q3 | $1.56M | Sell |
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|
2020
Q2 | $1.46M | Sell |
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|
2020
Q1 | $1.2M | Sell |
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|
2019
Q4 | $1.58M | Buy |
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|
2019
Q3 | $1.4M | Sell |
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|
2019
Q2 | $1.5M | Sell |
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|
2019
Q1 | $1.5M | Buy |
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|
2018
Q4 | $1.29M | Buy |
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|
2018
Q3 | $1.32M | Sell |
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|
2018
Q2 | $1.55M | Sell |
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|
2018
Q1 | $1.92M | Buy |
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|
2017
Q4 | $1.52M | Sell |
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|
2017
Q3 | $1.43M | Buy |
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|
2017
Q2 | $1.31M | Buy |
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|
2017
Q1 | $1.23M | Buy |
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|
2016
Q4 | $1.04M | Buy |
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|
2016
Q3 | $997K | Buy |
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|
2016
Q2 | $909K | Buy |
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|
2016
Q1 | $862K | Buy |
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|
2015
Q4 | $815K | Buy |
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|
2015
Q3 | $457K | Buy |
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|
2015
Q2 | $346K | Hold |
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|
2015
Q1 | $346K | Buy |
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|
2014
Q4 | $233K | Buy |
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|
2014
Q3 | $220K | Sell |
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|
2014
Q2 | $281K | Buy |
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|
2014
Q1 | $259K | Sell |
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|
2013
Q4 | $688K | Buy |
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