N.E.W. Advisory Services’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 | $474K | Hold |
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|
2025
Q1 | $400K | Hold |
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|
2024
Q4 | $437K | Hold |
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|
2024
Q3 | $412K | Sell |
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|
2024
Q2 | $458K | Hold |
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|
2024
Q1 | $417K | Sell |
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|
2023
Q4 | $375K | Sell |
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|
2023
Q3 | $373K | Hold |
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|
2023
Q2 | $384K | Sell |
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|
2023
Q1 | $491K | Hold |
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|
2022
Q4 | $449K | Sell |
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|
2022
Q3 | $449K | Sell |
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|
2022
Q2 | $480K | Sell |
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|
2022
Q1 | $1.09M | Buy |
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|
2021
Q4 | $832K | Sell |
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|
2021
Q3 | $870K | Sell |
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|
2021
Q2 | $981K | Sell |
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|
2021
Q1 | $1.1M | Sell |
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|
2020
Q4 | $1.83M | Buy |
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