Newman Dignan & Sheerar Inc’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 | $502K | Sell |
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|
2025
Q2 | $484K | Sell |
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|
2025
Q1 | $413K | Sell |
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|
2024
Q4 | $508K | Sell |
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|
2024
Q3 | $547K | Sell |
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|
2024
Q2 | $538K | Sell |
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|
2024
Q1 | $496K | Sell |
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|
2023
Q4 | $487K | Buy |
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|
2023
Q3 | $429K | Sell |
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|
2023
Q2 | $478K | Hold |
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|
2023
Q1 | $433K | Sell |
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|
2022
Q4 | $409K | Sell |
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|
2022
Q3 | $414 | Sell |
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|
2022
Q2 | $566K | Sell |
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|
2022
Q1 | $744 | Sell |
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|
2021
Q4 | $1.02M | Buy |
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|
2021
Q3 | $903K | Sell |
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|
2021
Q2 | $924K | Sell |
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|
2021
Q1 | $849K | Sell |
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|
2020
Q4 | $876 | Sell |
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|
2020
Q3 | $794K | Sell |
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|
2020
Q2 | $757K | Sell |
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|
2020
Q1 | $634K | Hold |
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|
2019
Q4 | $684 | Buy |
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|
2019
Q3 | $618K | Sell |
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|
2019
Q2 | $620 | Buy |
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|
2019
Q1 | $596K | Sell |
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|
2018
Q4 | $53 | Sell |
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|
2018
Q3 | $619K | Hold |
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|
2018
Q2 | $580 | Hold |
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|
2018
Q1 | $556K | Sell |
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|
2017
Q4 | $577K | Sell |
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|
2017
Q3 | $578K | Hold |
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|
2017
Q2 | $551K | Buy |
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|
2017
Q1 | $527 | Buy |
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|
2016
Q4 | $483K | Sell |
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|
2016
Q3 | $573K | Sell |
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|
2016
Q2 | $567K | Sell |
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|
2016
Q1 | $585K | Sell |
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|
2015
Q4 | $610K | Sell |
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|
2015
Q3 | $568K | Buy |
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|
2015
Q2 | $598K | Sell |
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|
2015
Q1 | $599K | Buy |
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|
2014
Q4 | $585 | Buy |
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|
2014
Q3 | $557K | Hold |
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|
2014
Q2 | $549 | Sell |
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|
2014
Q1 | $601K | Hold |
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|
2013
Q4 | $594 | Buy |
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|
2013
Q3 | $537K | Sell |
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|
2013
Q2 | $521 | Buy |
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