Moneywise Inc’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 | $1.1M | Buy |
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|
2025
Q2 | $991K | Sell |
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|
2025
Q1 | $6.64M | Buy |
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|
2024
Q4 | $6.93M | Buy |
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|
2024
Q3 | $5.9M | Buy |
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|
2024
Q2 | $3.82M | Buy |
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|
2024
Q1 | $2.22M | Buy |
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|
2023
Q4 | $822K | Buy |
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|
2023
Q3 | $438K | Buy |
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|
2023
Q2 | $401K | Buy |
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|
2023
Q1 | $362K | Buy |
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|
2022
Q4 | $330K | Buy |
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|
2022
Q3 | $326K | Buy |
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|
2022
Q2 | $339K | Buy |
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|
2022
Q1 | $429K | Buy |
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|
2021
Q4 | $469K | Buy |
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|
2021
Q3 | $414K | Sell |
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|
2021
Q2 | $413K | Buy |
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|
2021
Q1 | $369K | Buy |
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|
2020
Q4 | $361K | Buy |
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|
2020
Q3 | $326K | Buy |
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|
2020
Q2 | $292K | Buy |
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|
2020
Q1 | $232K | Buy |
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|
2019
Q4 | $253K | Sell |
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|
2019
Q3 | $267K | Buy |
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|
2019
Q2 | $265K | Buy |
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|
2019
Q1 | $222K | Sell |
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|
2018
Q4 | $221K | Buy |
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|
2018
Q3 | $259K | Buy |
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|
2018
Q2 | $237K | Buy |
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|
2018
Q1 | $222K | Sell |
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|
2017
Q4 | $233K | Buy |
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|
2017
Q3 | $218K | Buy |
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|
2017
Q2 | $208K | Sell |
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|
2017
Q1 | $209K | Buy |
|