O'Connor Financial Group’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 | $567K | Sell |
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|
2025
Q2 | $523K | Sell |
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|
2025
Q1 | $440K | Buy |
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|
2024
Q4 | $428K | Hold |
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|
2024
Q3 | $404K | Sell |
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|
2024
Q2 | $452K | Sell |
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|
2024
Q1 | $414K | Sell |
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|
2023
Q4 | $370K | Sell |
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|
2023
Q3 | $340K | Buy |
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|
2023
Q2 | $350K | Buy |
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|
2023
Q1 | $285K | Buy |
|