NorthRock Partners’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 | $7.29M | Sell |
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|
2025
Q2 | $6.74M | Sell |
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|
2025
Q1 | $6M | Sell |
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|
2024
Q4 | $6.71M | Sell |
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|
2024
Q3 | $6.55M | Sell |
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|
2024
Q2 | $7M | Sell |
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|
2024
Q1 | $7.87M | Buy |
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|
2023
Q4 | $6.14M | Buy |
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|
2023
Q3 | $482K | Buy |
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|
2023
Q2 | $495K | Hold |
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|
2023
Q1 | $449K | Sell |
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|
2022
Q4 | $465K | Buy |
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|
2022
Q3 | $349K | Hold |
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|
2022
Q2 | $364K | Sell |
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|
2022
Q1 | $511K | Buy |
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|
2021
Q4 | $554K | Buy |
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|
2021
Q3 | $498K | Sell |
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|
2021
Q2 | $505K | Sell |
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|
2021
Q1 | $463K | Buy |
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|
2020
Q4 | $421K | Sell |
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|
2020
Q3 | $322K | Buy |
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|
2020
Q2 | $345K | Sell |
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|
2020
Q1 | $375K | Buy |
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|
2019
Q4 | $438K | Sell |
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|
2019
Q3 | $726K | Buy |
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|
2019
Q2 | $273K | Sell |
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|
2019
Q1 | $279K | Buy |
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|
2018
Q4 | $236K | Buy |
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|
2018
Q3 | $273K | Sell |
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|
2018
Q2 | $277K | Hold |
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|
2018
Q1 | $262K | Sell |
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|
2017
Q4 | $293K | Sell |
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|
2017
Q3 | $285K | Buy |
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