McDonald Partners’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 | – | Sell |
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|
2025
Q2 | $259K | Sell |
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|
2025
Q1 | $311K | Buy |
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|
2024
Q4 | $279K | Sell |
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|
2024
Q3 | $305K | Sell |
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|
2024
Q2 | $332K | Hold |
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|
2024
Q1 | $303K | Sell |
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|
2023
Q4 | $303K | Hold |
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|
2023
Q3 | $276K | Buy |
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|
2023
Q2 | $282K | Hold |
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|
2023
Q1 | $256K | Hold |
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|
2022
Q4 | $234K | Hold |
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|
2022
Q3 | $232K | Sell |
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|
2022
Q2 | $262K | Sell |
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|
2022
Q1 | $337K | Buy |
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|
2021
Q4 | $9.54K | Sell |
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|
2021
Q3 | $348K | Sell |
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|
2021
Q2 | $361K | Buy |
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|
2021
Q1 | $323K | Buy |
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|
2020
Q4 | $316K | Buy |
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