Mayflower Financial 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 | $14.2M | Buy |
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|
2025
Q2 | $12.4M | Sell |
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|
2025
Q1 | $10.9M | Buy |
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|
2024
Q4 | $11.6M | Buy |
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|
2024
Q3 | $10.9M | Sell |
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|
2024
Q2 | $10.7M | Buy |
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|
2024
Q1 | $6.95M | Buy |
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|
2023
Q4 | $4.15M | Buy |
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|
2023
Q3 | $3.59M | Buy |
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|
2023
Q2 | $2.68M | Buy |
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|
2023
Q1 | $1.12M | Buy |
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|
2022
Q4 | $897K | Buy |
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|
2022
Q3 | $317K | Buy |
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|
2022
Q2 | $282K | Buy |
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|
2022
Q1 | $309K | Sell |
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|
2021
Q4 | $349K | Sell |
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|
2021
Q3 | $326K | Sell |
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|
2021
Q2 | $314K | Sell |
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|
2021
Q1 | $808K | Buy |
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|
2020
Q4 | $788K | Buy |
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