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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $13.3K | Hold |
118
| – | – | ﹤0.01% | 737 |
|
|
2025
Q4 | $14.5K | Buy |
118
+78
| +195% | +$9.55K | ﹤0.01% | 716 |
|
|
2025
Q3 | $4.83K | Hold |
40
| – | – | ﹤0.01% | 1027 |
|
|
2025
Q2 | $4.4K | Sell |
40
-92
| -70% | -$9.11K | ﹤0.01% | 1045 |
|
|
2025
Q1 | $12.3K | Sell |
132
-91
| -41% | -$9.17K | ﹤0.01% | 643 |
|
|
2024
Q4 | $22.6K | Buy |
+223
| New | +$22.2K | 0.01% | 571 |
|
|
2024
Q3 | – | Sell |
-223
| Closed | -$20.6K | – | 878 |
|
|
2024
Q2 | $20.6K | Sell |
223
-328
| -60% | -$28.3K | 0.01% | 567 |
|
|
2024
Q1 | $46.6K | Sell |
551
-433
| -44% | -$34.8K | 0.02% | 407 |
|
|
2023
Q4 | $73.9K | Sell |
984
-108
| -10% | -$7.69K | 0.04% | 322 |
|
|
2023
Q3 | $74.7K | Buy |
1,092
+183
| +20% | +$12.9K | 0.04% | 346 |
|
|
2023
Q2 | $64.1K | Buy |
909
+52
| +6% | +$3.44K | 0.03% | 399 |
|
|
2023
Q1 | $54.8K | Buy |
857
+2
| +0.2% | +$122 | 0.03% | 442 |
|
|
2022
Q4 | $50K | Sell |
855
-348
| -29% | -$20.9K | 0.03% | 461 |
|
|
2022
Q3 | $70K | Buy |
1,203
+1,031
| +599% | +$67K | 0.04% | 370 |
|
|
2022
Q2 | $10K | Hold |
172
| – | – | 0.01% | 867 |
|
|
2022
Q1 | $13K | Sell |
172
-182
| -51% | -$13.7K | 0.01% | 860 |
|
|
2021
Q4 | $30K | Buy |
354
+38
| +12% | +$3.06K | 0.01% | 610 |
|
|
2021
Q3 | $23K | Buy |
316
+96
| +44% | +$7.32K | 0.01% | 625 |
|
|
2021
Q2 | $16K | Hold |
220
| – | – | 0.01% | 843 |
|
|
2021
Q1 | $14K | Hold |
220
| – | – | 0.01% | 792 |
|
|
2020
Q4 | $14K | Hold |
220
| – | – | 0.01% | 630 |
|
|
2020
Q3 | $13K | Buy |
+220
| New | +$12.5K | 0.01% | 610 |
|
Other funds holding IVW
