Oakwell Private Wealth Management’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 | $633K | Hold |
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|
2025
Q2 | $577K | Hold |
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|
2025
Q1 | $486K | Hold |
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|
2024
Q4 | $532K | Hold |
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|
2024
Q3 | $502K | Sell |
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|
2024
Q2 | $537K | Buy |
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|
2024
Q1 | $482K | Hold |
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|
2023
Q4 | $428K | Hold |
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|
2023
Q3 | $390K | Hold |
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|
2023
Q2 | $402K | Hold |
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|
2023
Q1 | $364K | Hold |
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|
2022
Q4 | $334K | Hold |
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|
2022
Q3 | $330K | Hold |
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|
2022
Q2 | $344K | Hold |
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|
2022
Q1 | $436K | Hold |
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|
2021
Q4 | $477K | Hold |
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|
2021
Q3 | $422K | Sell |
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|
2021
Q2 | $426K | Buy |
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|
2021
Q1 | $345K | Hold |
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|
2020
Q4 | $338K | Buy |
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