MSH Capital 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
$6.35M Sell
2025
Q2
$6.01M Sell
2025
Q1
$5.29M Buy
2024
Q4
$5.64M Buy
2024
Q3
$5.1M Sell
2024
Q2
$4.96M Buy
2024
Q1
$3.86M Sell
2023
Q4
$3.56M Buy
2023
Q3
$3.15M Sell
2023
Q2
$3.35M Buy
2023
Q1
$2.93M Buy
2022
Q4
$2.65M Sell
2022
Q3
$2.72M Buy
2022
Q2
$2.77M Buy
2022
Q1
$3.37M Buy
2021
Q4
$3.22M Buy