Oxford 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 | $4.87M | Buy |
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|
2025
Q2 | $4.31M | Sell |
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|
2025
Q1 | $3.74M | Buy |
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|
2024
Q4 | $3.88M | Buy |
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|
2024
Q3 | $2.99M | Hold |
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|
2024
Q2 | $2.89M | Sell |
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|
2024
Q1 | $3.88M | Hold |
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|
2023
Q4 | $3.45M | Buy |
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|
2023
Q3 | $2.46M | Sell |
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|
2023
Q2 | $3.51M | Hold |
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|
2023
Q1 | $3.18M | Hold |
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|
2022
Q4 | $2.92M | Sell |
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|
2022
Q3 | $3.6M | Hold |
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|
2022
Q2 | $3.75M | Sell |
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|
2022
Q1 | $4.94M | Hold |
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|
2021
Q4 | $5.41M | Buy |
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|
2021
Q3 | $473K | Hold |
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|
2021
Q2 | $465K | Hold |
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|
2021
Q1 | $416K | Hold |
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|
2020
Q4 | $408K | Hold |
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|
2020
Q3 | $369K | Buy |
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