MML Investors 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $377M | Sell |
3,335,976
-309,228
| -8% | -$37.2M | 1.05% | 12 |
|
|
2025
Q4 | $449M | Buy |
3,645,204
+358,496
| +11% | +$43.9M | 1.09% | 13 |
|
|
2025
Q3 | $397M | Sell |
3,286,708
-47,194
| -1% | -$5.43M | 1.06% | 12 |
|
|
2025
Q2 | $367M | Buy |
3,333,902
+13,849
| +0.4% | +$1.37M | 1.06% | 12 |
|
|
2025
Q1 | $308M | Buy |
3,320,053
+283,241
| +9% | +$28.6M | 1.03% | 12 |
|
|
2024
Q4 | $308M | Buy |
3,036,812
+57,933
| +2% | +$5.78M | 1.06% | 13 |
|
|
2024
Q3 | $285M | Sell |
2,978,879
-92,695
| -3% | -$8.56M | 1.04% | 13 |
|
|
2024
Q2 | $284M | Buy |
3,071,574
+954,636
| +45% | +$82.3M | 1.15% | 12 |
|
|
2024
Q1 | $179M | Buy |
2,116,938
+1,035,911
| +96% | +$83.2M | 0.74% | 17 |
|
|
2023
Q4 | $81.2M | Buy |
1,081,027
+22,046
| +2% | +$1.57M | 0.37% | 50 |
|
|
2023
Q3 | $72.5M | Buy |
1,058,981
+579,523
| +121% | +$41M | 0.4% | 46 |
|
|
2023
Q2 | $33.8M | Buy |
479,458
+124,133
| +35% | +$8.21M | 0.19% | 112 |
|
|
2023
Q1 | $22.7M | Sell |
355,325
-25,775
| -7% | -$1.58M | 0.16% | 138 |
|
|
2022
Q4 | $22.3M | Sell |
381,100
-16,088
| -4% | -$966K | 0.15% | 152 |
|
|
2022
Q3 | $23M | Sell |
397,188
-86,892
| -18% | -$5.65M | 0.17% | 124 |
|
|
2022
Q2 | $29.2M | Buy |
484,080
+3,615
| +0.8% | +$239K | 0.22% | 96 |
|
|
2022
Q1 | $36.7M | Buy |
480,465
+90,557
| +23% | +$6.8M | 0.26% | 76 |
|
|
2021
Q4 | $32.6M | Buy |
389,908
+54,798
| +16% | +$4.41M | 0.23% | 85 |
|
|
2021
Q3 | $24.8M | Sell |
335,110
-3,223
| -1% | -$246K | 0.2% | 111 |
|
|
2021
Q2 | $24.6M | Sell |
338,333
-11,640
| -3% | -$806K | 0.21% | 106 |
|
|
2021
Q1 | $22.8M | Buy |
349,973
+5,189
| +2% | +$335K | 0.22% | 102 |
|
|
2020
Q4 | $22M | Sell |
344,784
-5,916
| -2% | -$359K | 0.24% | 96 |
|
|
2020
Q3 | $20.3M | Sell |
350,700
-15,224
| -4% | -$862K | 0.25% | 91 |
|
|
2020
Q2 | $19M | Sell |
365,924
-7,388
| -2% | -$354K | 0.25% | 98 |
|
|
2020
Q1 | $15.4M | Buy |
373,312
+22,352
| +6% | +$1.06M | 0.27% | 91 |
|
|
2019
Q4 | $17M | Buy |
350,960
+34,880
| +11% | +$1.62M | 0.24% | 101 |
|
|
2019
Q3 | $14.2M | Sell |
316,080
-153,424
| -33% | -$6.94M | 0.23% | 113 |
|
|
2019
Q2 | $21M | Sell |
469,504
-14,480
| -3% | -$637K | 0.3% | 77 |
|
|
2019
Q1 | $20.9M | Sell |
483,984
-187,784
| -28% | -$7.69M | 0.32% | 75 |
|
|
2018
Q4 | $25.3M | Buy |
671,768
+39,604
| +6% | +$1.6M | 0.45% | 42 |
|
|
2018
Q3 | $28M | Buy |
632,164
+234,748
| +59% | +$10.1M | 0.47% | 40 |
|
|
2018
Q2 | $16.2M | Buy |
397,416
+2,636
| +0.7% | +$106K | 0.35% | 69 |
|
|
2018
Q1 | $15.3M | Sell |
394,780
-242,376
| -38% | -$9.67M | 0.32% | 80 |
|
|
2017
Q4 | $24.3M | Sell |
637,156
-265,384
| -29% | -$9.92M | 0.46% | 54 |
|
|
2017
Q3 | $32.4M | Buy |
902,540
+284,012
| +46% | +$10M | 0.67% | 30 |
|
|
2017
Q2 | $21.2M | Buy |
+618,528
| New | +$21M | 0.41% | 66 |
|
Other funds holding IVW
