Oak Harbor Wealth 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 | $60K | Hold |
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|
2025
Q2 | $54.7K | Buy |
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|
2025
Q1 | $41.3K | Hold |
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|
2024
Q4 | $45.2K | Hold |
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|
2024
Q3 | $42.6K | Hold |
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|
2024
Q2 | $41.2K | Sell |
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|
2024
Q1 | $390K | Sell |
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|
2023
Q4 | $441K | Sell |
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|
2023
Q3 | $405K | Sell |
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|
2023
Q2 | $629K | Sell |
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|
2023
Q1 | $571K | Hold |
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|
2022
Q4 | $523K | Sell |
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|
2022
Q3 | $612K | Buy |
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|
2022
Q2 | $616K | Buy |
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|
2022
Q1 | $46K | Hold |
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|
2021
Q4 | $51K | Buy |
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