Pacific 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 | $11.5M | Sell |
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|
2025
Q2 | $11M | Sell |
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|
2025
Q1 | $9.98M | Sell |
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|
2024
Q4 | $11.1M | Buy |
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|
2024
Q3 | $9.41M | Sell |
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|
2024
Q2 | $9.95M | Sell |
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|
2024
Q1 | $9.58M | Sell |
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|
2023
Q4 | $8.63M | Sell |
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|
2023
Q3 | $7.89M | Sell |
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|
2023
Q2 | $8.24M | Sell |
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|
2023
Q1 | $7.48M | Buy |
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|
2022
Q4 | $6.82M | Buy |
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|
2022
Q3 | $6.61M | Sell |
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|
2022
Q2 | $7.62M | Sell |
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|
2022
Q1 | $10M | Buy |
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|
2021
Q4 | $10.6M | Sell |
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|
2021
Q3 | $9.73M | Sell |
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|
2021
Q2 | $9.71M | Buy |
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|
2021
Q1 | $8.53M | Sell |
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|
2020
Q4 | $8.67M | Sell |
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|
2020
Q3 | $8.73M | Buy |
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|
2020
Q2 | $2.38M | Hold |
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|
2020
Q1 | $2.38M | Buy |
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|
2019
Q4 | $2.77M | Sell |
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|
2019
Q3 | $6.86M | Sell |
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|
2019
Q2 | $7.42M | Buy |
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|
2019
Q1 | $7.35M | Buy |
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|
2018
Q4 | $6.41M | Buy |
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|
2016
Q2 | $6.12M | Buy |
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|
2015
Q4 | $6.17M | Buy |
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|
2015
Q3 | $4.13M | Buy |
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|
2015
Q2 | $4.28M | Sell |
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|
2015
Q1 | $4.77M | Buy |
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|
2014
Q4 | $1.05M | Buy |
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|
2014
Q3 | $981K | Buy |
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|
2014
Q2 | $961K | Buy |
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|
2014
Q1 | $912K | Sell |
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|
2013
Q4 | $908K | Sell |
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|
2013
Q3 | $829K | Sell |
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|
2013
Q2 | $815K | Buy |
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