Mount Yale Investment 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
Q2 | $5.22M | Sell |
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|
2025
Q1 | $4.81M | Sell |
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|
2024
Q4 | $5.8M | Sell |
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|
2024
Q3 | $6.17M | Sell |
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|
2024
Q2 | $6.49M | Buy |
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|
2024
Q1 | $4.06M | Sell |
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|
2023
Q4 | $3.72M | Buy |
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|
2023
Q3 | $1.27M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $7.32M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $2.81M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1.16M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $5K | Hold |
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|
2018
Q2 | $5K | Hold |
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|
2018
Q1 | $4K | Buy |
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