Oxler Private Wealth’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 | $815K | Buy |
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|
2025
Q2 | $743K | Buy |
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|
2025
Q1 | $626K | Buy |
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|
2024
Q4 | $684K | Buy |
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|
2024
Q3 | $644K | Buy |
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|
2024
Q2 | $622K | Buy |
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|
2024
Q1 | $567K | Buy |
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|
2023
Q4 | $504K | Buy |
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|
2023
Q3 | $457K | Sell |
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|
2023
Q2 | $471K | Buy |
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|
2023
Q1 | $426K | Buy |
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|
2022
Q4 | $389K | Buy |
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|
2022
Q3 | $449K | Buy |
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|
2022
Q2 | $400K | Buy |
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|
2022
Q1 | $504K | Hold |
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|
2021
Q4 | $553K | Buy |
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|
2021
Q3 | $488K | Hold |
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|
2021
Q2 | $480K | Hold |
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|
2021
Q1 | $429K | Hold |
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|
2020
Q4 | $421K | Buy |
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