Newbridge Financial Services Group’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
$4.4K Sell
2025
Q1
$12.3K Sell
2024
Q4
$22.6K Buy
2024
Q3
Sell
2024
Q2
$20.6K Sell
2024
Q1
$46.6K Sell
2023
Q4
$73.9K Sell
2023
Q3
$74.7K Buy
2023
Q2
$64.1K Buy
2023
Q1
$54.8K Buy
2022
Q4
$50K Sell
2022
Q3
$70K Buy
2022
Q2
$10K Hold
2022
Q1
$13K Sell
2021
Q4
$30K Buy
2021
Q3
$23K Buy
2021
Q2
$16K Hold
2021
Q1
$14K Hold
2020
Q4
$14K Hold
2020
Q3
$13K Buy