Perennial Investment Advisors’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 | $1.99M | Sell |
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|
2025
Q2 | $1.9M | Sell |
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|
2025
Q1 | $1.71M | Buy |
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|
2024
Q4 | $1.84M | Sell |
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|
2024
Q3 | $1.75M | Buy |
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|
2024
Q2 | $1.61M | Buy |
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|
2024
Q1 | $1.21M | Buy |
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|
2023
Q4 | $845K | Buy |
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|
2023
Q3 | $752K | Buy |
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|
2023
Q2 | $650K | Sell |
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|
2023
Q1 | $622K | Buy |
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|
2022
Q4 | $565K | Buy |
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|
2022
Q3 | $298K | Hold |
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|
2022
Q2 | $312K | Hold |
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|
2022
Q1 | $394K | Hold |
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|
2021
Q4 | $430K | Buy |
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