Morling Financial 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 | $28.2K | Hold |
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|
2025
Q2 | $25.8K | Hold |
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2025
Q1 | $21.7K | Hold |
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|
2024
Q4 | $23.8K | Hold |
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|
2024
Q3 | $22.4K | Hold |
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|
2024
Q2 | $21.7K | Hold |
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|
2024
Q1 | $19.8K | Hold |
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|
2023
Q4 | $17.6K | Hold |
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|
2023
Q3 | $16K | Hold |
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|
2023
Q2 | $16.5K | Hold |
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|
2023
Q1 | $14.9K | Buy |
|