Money Concepts Capital’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
$3.18M Buy
2025
Q2
$2.36M Sell
2025
Q1
$2.06M Sell
2024
Q4
$2.7M Sell
2024
Q3
$3.53M Buy
2024
Q2
$2.49M Buy
2024
Q1
$2.25M Buy
2023
Q4
$1.26M Sell
2023
Q3
$1.37M Buy
2023
Q2
$1.4M Buy
2023
Q1
$143K Sell
2022
Q4
$1.28M Sell
2022
Q3
$2.7M Sell
2022
Q2
$2.86M Sell
2022
Q1
$3.9M Sell
2021
Q4
$4.51M Buy
2021
Q1
$3.56M Buy
2020
Q4
$1.11M Buy