OneDigital Investment Advisors’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 | $50.8M | Sell |
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|
2025
Q2 | $48.8M | Sell |
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|
2025
Q1 | $45.9M | Sell |
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|
2024
Q4 | $56.1M | Sell |
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|
2024
Q3 | $62.4M | Sell |
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|
2024
Q2 | $65.5M | Sell |
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|
2024
Q1 | $60.3M | Sell |
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|
2023
Q4 | $79.6M | Buy |
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|
2023
Q3 | $31.8M | Buy |
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|
2023
Q2 | $9.56M | Buy |
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|
2023
Q1 | $7.6M | Buy |
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|
2022
Q4 | $6.27M | Sell |
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|
2022
Q3 | $6.41M | Buy |
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|
2022
Q2 | $6.41M | Sell |
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|
2022
Q1 | $8.9M | Sell |
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|
2021
Q4 | $9.91M | Sell |
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|
2021
Q3 | $8.76M | Sell |
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|
2021
Q2 | $8.68M | Buy |
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|
2021
Q1 | $7.71M | Buy |
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|
2020
Q4 | $7.5M | Sell |
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|
2020
Q3 | $7.55M | Sell |
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|
2020
Q2 | $6.83M | Buy |
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|
2020
Q1 | $5.16M | Buy |
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|
2019
Q4 | $979K | Buy |
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|
2019
Q3 | $842K | Buy |
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|
2019
Q2 | $326K | Buy |
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|
2019
Q1 | $27K | Sell |
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|
2018
Q4 | $44K | Sell |
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|
2018
Q3 | $219K | Buy |
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|
2018
Q2 | $178K | Sell |
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|
2018
Q1 | $177K | Hold |
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|
2017
Q4 | $174K | Buy |
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|
2017
Q3 | $22K | Sell |
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|
2017
Q2 | $149K | Buy |
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