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