Monograph Wealth Advisors’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 | $755K | Hold |
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|
2025
Q2 | $689K | Hold |
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|
2025
Q1 | $581K | Hold |
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|
2024
Q4 | $635K | Hold |
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|
2024
Q3 | $599K | Hold |
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|
2024
Q2 | $579K | Hold |
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|
2024
Q1 | $528K | Hold |
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|
2023
Q4 | $470K | Hold |
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|
2023
Q3 | $429K | Hold |
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|
2023
Q2 | $441K | Hold |
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|
2023
Q1 | $400K | Sell |
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|
2022
Q4 | $707K | Buy |
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|
2022
Q3 | $362K | Hold |
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|
2022
Q2 | $378K | Hold |
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|
2022
Q1 | $478K | Hold |
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|
2021
Q4 | $523K | Buy |
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