Mitchell McLeod Pugh & Williams’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 | $794K | Sell |
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|
2025
Q2 | $1.27M | Buy |
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|
2025
Q1 | $1.01M | Sell |
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|
2024
Q4 | $1.11M | Hold |
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|
2024
Q3 | $1.05M | Sell |
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|
2024
Q2 | $1.13M | Buy |
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|
2024
Q1 | $924K | Sell |
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|
2023
Q4 | $823K | Sell |
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|
2023
Q3 | $756K | Sell |
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|
2023
Q2 | $798K | Buy |
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|
2023
Q1 | $399K | Sell |
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|
2022
Q4 | $424K | Sell |
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|
2022
Q3 | $423K | Buy |
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