MBA 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 | $2.39M | Sell |
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|
2025
Q2 | $2.23M | Sell |
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|
2025
Q1 | $1.96M | Sell |
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|
2024
Q4 | $2.29M | Sell |
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|
2024
Q3 | $3.13M | Sell |
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|
2024
Q2 | $3.07M | Sell |
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|
2024
Q1 | $2.81M | Sell |
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|
2023
Q4 | $2.54M | Sell |
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|
2023
Q3 | $2.34M | Hold |
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|
2023
Q2 | $2.41M | Hold |
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|
2023
Q1 | $2.18M | Sell |
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|
2022
Q4 | $2.07M | Hold |
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|
2022
Q3 | $2.05M | Hold |
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|
2022
Q2 | $2.14M | Sell |
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|
2022
Q1 | $2.72M | Sell |
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|
2021
Q4 | $3.17M | Buy |
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|
2021
Q3 | $1.92M | Hold |
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|
2021
Q2 | $1.89K | Sell |
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|
2021
Q1 | $1.7K | Buy |
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