Palisade 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 | $689K | Hold |
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|
2025
Q2 | $628K | Hold |
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|
2025
Q1 | $530K | Hold |
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|
2024
Q4 | $579K | Hold |
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|
2024
Q3 | $546K | Hold |
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|
2024
Q2 | $528K | Hold |
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|
2024
Q1 | $482K | Hold |
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|
2023
Q4 | $429K | Buy |
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|
2023
Q3 | $366K | Hold |
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|
2023
Q2 | $377K | Hold |
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|
2023
Q1 | $342K | Hold |
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|
2022
Q4 | $313K | Hold |
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|
2022
Q3 | $310K | Hold |
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|
2022
Q2 | $323K | Hold |
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|
2022
Q1 | $409K | Hold |
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|
2021
Q4 | $448K | Hold |
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|
2021
Q3 | $396K | Hold |
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|
2021
Q2 | $389K | Hold |
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|
2021
Q1 | $348K | Hold |
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|
2020
Q4 | $342K | Hold |
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|
2020
Q3 | $309K | Hold |
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|
2020
Q2 | $278K | Hold |
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|
2020
Q1 | $221K | Hold |
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|
2019
Q4 | $259K | Hold |
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|
2019
Q3 | $241K | Hold |
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|
2019
Q2 | $240K | Hold |
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|
2019
Q1 | $231K | Hold |
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|
2018
Q4 | $202K | Hold |
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|
2018
Q3 | $237K | Hold |
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|
2018
Q2 | $218K | Sell |
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|
2018
Q1 | $440K | Hold |
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|
2017
Q4 | $434K | Buy |
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