Moisand Fitzgerald Tamayo’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 | $406K | Hold |
|
|||||
|
2025
Q1 | $342K | Buy |
|
|||||
|
2024
Q4 | $361K | Hold |
|
|||||
|
2024
Q3 | $340K | Hold |
|
|||||
|
2024
Q2 | $329K | Sell |
|
|||||
|
2024
Q1 | $301K | Sell |
|
|||||
|
2023
Q4 | $276K | Buy |
|
|||||
|
2023
Q3 | $246K | Hold |
|
|||||
|
2023
Q2 | $253K | Sell |
|
|||||
|
2023
Q1 | $231K | Sell |
|
|||||
|
2022
Q4 | $212K | Sell |
|
|||||
|
2022
Q3 | $222K | Buy |
|
|||||
|
2022
Q2 | $221K | Buy |
|
|||||
|
2022
Q1 | $60K | Sell |
|
|||||
|
2021
Q4 | $306K | Sell |
|
|||||
|
2021
Q3 | $272K | Hold |
|
|||||
|
2021
Q2 | $268K | Hold |
|
|||||
|
2021
Q1 | $240K | Hold |
|
|||||
|
2020
Q4 | $235K | Hold |
|
|||||
|
2020
Q3 | $213K | Sell |
|
|||||
|
2020
Q2 | $201K | Hold |
|
|||||
|
2020
Q1 | $160K | Sell |
|
|||||
|
2019
Q4 | $192K | Hold |
|
|||||
|
2019
Q3 | $178K | Sell |
|
|||||
|
2019
Q2 | $180K | Sell |
|
|||||
|
2019
Q1 | $177K | Hold |
|
|||||
|
2018
Q4 | $154K | Sell |
|
|||||
|
2018
Q3 | $184K | Hold |
|
|||||
|
2018
Q2 | $169K | Hold |
|
|||||
|
2018
Q1 | $161K | Sell |
|
|||||
|
2017
Q4 | $186K | Hold |
|
|||||
|
2017
Q3 | $175K | Buy |
|
|||||
|
2016
Q2 | – | Sell |
|
|||||
|
2016
Q1 | $153K | Hold |
|
|||||
|
2015
Q4 | $153K | Buy |
|