O'Shaughnessy Asset 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 | $8.07M | Buy |
|
|||||
|
2025
Q2 | $3.04M | Buy |
|
|||||
|
2025
Q1 | $2.23M | Buy |
|
|||||
|
2024
Q4 | $1.66M | Buy |
|
|||||
|
2024
Q3 | $1.27M | Buy |
|
|||||
|
2024
Q2 | $994K | Sell |
|
|||||
|
2024
Q1 | $981K | Buy |
|
|||||
|
2023
Q4 | $807K | Buy |
|
|||||
|
2023
Q3 | $658K | Buy |
|
|||||
|
2023
Q2 | $635K | Sell |
|
|||||
|
2023
Q1 | $843K | Buy |
|
|||||
|
2022
Q4 | $765K | Buy |
|
|||||
|
2022
Q3 | $100K | Buy |
|
|||||
|
2022
Q2 | $43K | Sell |
|
|||||
|
2022
Q1 | $96K | Hold |
|
|||||
|
2021
Q4 | $105K | Hold |
|
|||||
|
2021
Q3 | $93K | Hold |
|
|||||
|
2021
Q2 | $91K | Buy |
|