Modera Wealth Management’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
Q2 | $79.4M | Sell |
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|
2025
Q1 | $68.1M | Sell |
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|
2024
Q4 | $76.6M | Sell |
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|
2024
Q3 | $73M | Sell |
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|
2024
Q2 | $72M | Buy |
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|
2024
Q1 | $65.3M | Sell |
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|
2023
Q4 | $59.3M | Sell |
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|
2023
Q3 | $54.7M | Sell |
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|
2023
Q2 | $56.8M | Buy |
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|
2023
Q1 | $21.2M | Sell |
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|
2022
Q4 | $28.3M | Sell |
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|
2022
Q3 | $33.8M | Buy |
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|
2022
Q2 | $28.7M | Buy |
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|
2022
Q1 | $34M | Buy |
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|
2021
Q4 | $23.4M | Sell |
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|
2021
Q3 | $21.7M | Sell |
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|
2021
Q2 | $39.4M | Buy |
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|
2021
Q1 | $34.9M | Sell |
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|
2020
Q4 | $35.3M | Buy |
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|
2020
Q3 | $470K | Hold |
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|
2020
Q2 | $422K | Hold |
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|
2020
Q1 | $335K | Hold |
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|
2019
Q4 | $393K | Hold |
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|
2019
Q3 | $366K | Sell |
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|
2019
Q2 | $411K | Hold |
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|
2019
Q1 | $395K | Hold |
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|
2018
Q4 | $345K | Sell |
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|
2018
Q3 | $493K | Buy |
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