Oak Harvest Investment Services’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 | $637K | Buy |
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|
2025
Q2 | $581K | Buy |
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|
2025
Q1 | $459K | Sell |
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|
2024
Q4 | $503K | Buy |
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|
2024
Q3 | $473K | Sell |
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|
2024
Q2 | $565K | Buy |
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|
2024
Q1 | $416K | Sell |
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|
2023
Q4 | $387K | Buy |
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|
2023
Q3 | $264K | Buy |
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|
2023
Q2 | $266K | Buy |
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|
2023
Q1 | $241K | Buy |
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|
2022
Q4 | $220K | Buy |
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|
2022
Q3 | $217K | Buy |
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|
2022
Q2 | $226K | Sell |
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|
2022
Q1 | $310K | Buy |
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|
2021
Q4 | $321K | Buy |
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|
2021
Q3 | $277K | Sell |
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|
2021
Q2 | $276K | Buy |
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|
2021
Q1 | $239K | Buy |
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|
2020
Q4 | $234K | Buy |
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