Partners in Financial Planning’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
Q2 | $396K | Buy |
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|
2025
Q1 | $333K | Sell |
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|
2024
Q4 | $390K | Sell |
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|
2024
Q3 | $459K | Sell |
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|
2024
Q2 | $461K | Sell |
|
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|
2024
Q1 | $441K | Buy |
|
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|
2023
Q4 | $338K | Sell |
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|
2023
Q3 | $390K | Sell |
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|
2023
Q2 | $416K | Sell |
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|
2023
Q1 | $394K | Sell |
|
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|
2022
Q4 | $367K | Sell |
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|
2022
Q3 | $396K | Sell |
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|
2022
Q2 | $432K | Sell |
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|
2022
Q1 | $461K | Buy |
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|
2021
Q4 | $491K | Sell |
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|
2021
Q3 | $503K | Sell |
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|
2021
Q2 | $497K | Buy |
|