Mattern 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 | $3.45M | Hold |
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|
2025
Q2 | $3.15M | Sell |
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|
2025
Q1 | $2.67M | Buy |
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|
2024
Q4 | $2.87M | Sell |
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|
2024
Q3 | $2.76M | Sell |
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|
2024
Q2 | $2.76M | Sell |
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|
2024
Q1 | $2.52M | Sell |
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|
2023
Q4 | $2.29M | Buy |
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|
2023
Q3 | $2M | Sell |
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|
2023
Q2 | $2.09M | Sell |
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|
2023
Q1 | $1.94M | Sell |
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|
2022
Q4 | $1.86M | Sell |
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|
2022
Q3 | $1.86M | Sell |
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|
2022
Q2 | $1.94M | Sell |
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|
2022
Q1 | $3.22M | Sell |
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|
2021
Q4 | $17M | Buy |
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|
2021
Q3 | $5.45M | Buy |
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|
2021
Q2 | $5.31M | Sell |
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|
2021
Q1 | $4.77M | Sell |
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|
2020
Q4 | $9.48M | Buy |
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|
2020
Q3 | $7.94M | Buy |
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|
2020
Q2 | $5.4M | Buy |
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|
2020
Q1 | $2.73M | Sell |
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|
2019
Q4 | $3.48M | Buy |
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