Narwhal Capital Management’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 | $6.76M | Hold |
|
|||||
|
2025
Q2 | $6.17M | Sell |
|
|||||
|
2025
Q1 | $5.23M | Buy |
|
|||||
|
2024
Q4 | $5.69M | Hold |
|
|||||
|
2024
Q3 | $5.36M | Hold |
|
|||||
|
2024
Q2 | $5.18M | Hold |
|
|||||
|
2024
Q1 | $4.73M | Sell |
|
|||||
|
2023
Q4 | $4.21M | Buy |
|
|||||
|
2023
Q3 | $3.83M | Hold |
|
|||||
|
2023
Q2 | $3.95M | Hold |
|
|||||
|
2023
Q1 | $3.58M | Hold |
|
|||||
|
2022
Q4 | $3.28M | Hold |
|
|||||
|
2022
Q3 | $3.24M | Hold |
|
|||||
|
2022
Q2 | $3.38M | Hold |
|
|||||
|
2022
Q1 | $4.28M | Hold |
|
|||||
|
2021
Q4 | $4.69M | Hold |
|
|||||
|
2021
Q3 | $4.14M | Hold |
|
|||||
|
2021
Q2 | $4.07M | Hold |
|
|||||
|
2021
Q1 | $3.65M | Sell |
|
|||||
|
2020
Q4 | $3.69M | Hold |
|
|||||
|
2020
Q3 | $3.34M | Sell |
|
|||||
|
2020
Q2 | $4.66M | Sell |
|
|||||
|
2020
Q1 | $4.08M | Sell |
|
|||||
|
2019
Q4 | $7.95M | Hold |
|
|||||
|
2019
Q3 | $7.39M | Buy |
|