McKinley Carter Wealth Services’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 | $1.01M | Buy |
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|
2025
Q2 | $910K | Sell |
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|
2025
Q1 | $791K | Sell |
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|
2024
Q4 | $867K | Sell |
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|
2024
Q3 | $822K | Sell |
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|
2024
Q2 | $905K | Buy |
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|
2024
Q1 | $761K | Sell |
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|
2023
Q4 | $681K | Sell |
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|
2023
Q3 | $738K | Sell |
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|
2023
Q2 | $797K | Buy |
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|
2023
Q1 | $705K | Buy |
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|
2022
Q4 | $641K | Sell |
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|
2022
Q3 | $635K | Sell |
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|
2022
Q2 | $670K | Sell |
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|
2022
Q1 | $1.04M | Sell |
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|
2021
Q4 | $1.17M | Sell |
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|
2021
Q3 | $1.06M | Sell |
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|
2021
Q2 | $1.15M | Buy |
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|
2021
Q1 | $963K | Sell |
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|
2020
Q4 | $964K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $120K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $26K | Buy |
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