Morris Financial Concepts’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 | $4.67M | Hold |
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|
2025
Q1 | $3.94M | Sell |
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|
2024
Q4 | $4.32M | Sell |
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|
2024
Q3 | $4.1M | Buy |
|
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|
2024
Q2 | $3.7M | Buy |
|
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|
2024
Q1 | $3.3M | Hold |
|
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|
2023
Q4 | $2.94M | Sell |
|
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|
2023
Q3 | $2.84M | Hold |
|
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|
2023
Q2 | $2.92M | Sell |
|
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|
2023
Q1 | $2.65M | Sell |
|
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|
2022
Q4 | $2.45M | Hold |
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|
2022
Q3 | $2.42M | Hold |
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|
2022
Q2 | $2.53M | Hold |
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|
2022
Q1 | $3.2M | Hold |
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|
2021
Q4 | $3.5M | Buy |
|