Monetary Management Group’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 | $413K | Hold |
|
|||||
|
2025
Q1 | $348K | Hold |
|
|||||
|
2024
Q4 | $381K | Hold |
|
|||||
|
2024
Q3 | $359K | Hold |
|
|||||
|
2024
Q2 | $347K | Hold |
|
|||||
|
2024
Q1 | $317K | Hold |
|
|||||
|
2023
Q4 | $282K | Hold |
|
|||||
|
2023
Q3 | $257K | Hold |
|
|||||
|
2023
Q2 | $264K | Hold |
|
|||||
|
2023
Q1 | $240K | Hold |
|
|||||
|
2022
Q4 | $219K | Hold |
|
|||||
|
2022
Q3 | $217K | Hold |
|
|||||
|
2022
Q2 | $226K | Sell |
|
|||||
|
2022
Q1 | $306K | Hold |
|
|||||
|
2021
Q4 | $335K | Hold |
|
|||||
|
2021
Q3 | $296K | Hold |
|
|||||
|
2021
Q2 | $291K | Hold |
|
|||||
|
2021
Q1 | $260K | Hold |
|
|||||
|
2020
Q4 | $255K | Hold |
|
|||||
|
2020
Q3 | $231K | Hold |
|
|||||
|
2020
Q2 | $207K | Hold |
|
|||||
|
2020
Q1 | $165K | Buy |
|