Mountain Capital 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 | $337K | Sell |
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|
2025
Q1 | $291K | Buy |
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|
2024
Q4 | $315K | Buy |
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|
2024
Q3 | $298K | Sell |
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|
2024
Q2 | $303K | Buy |
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|
2024
Q1 | $244K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $207K | Buy |
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|
2023
Q2 | $210K | Sell |
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|
2023
Q1 | $216K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $14K | Hold |
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|
2017
Q2 | $14K | Buy |
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