Perigon Wealth 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 | $12.5M | Sell |
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|
2025
Q2 | $11.6M | Buy |
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|
2025
Q1 | $9.69M | Sell |
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|
2024
Q4 | $10.8M | Buy |
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|
2024
Q3 | $9.67M | Buy |
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|
2024
Q2 | $9.24M | Buy |
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|
2024
Q1 | $8.05M | Buy |
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|
2023
Q4 | $2.42M | Buy |
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|
2023
Q3 | $1.75M | Sell |
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|
2023
Q2 | $2.05M | Buy |
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|
2023
Q1 | $1.47M | Buy |
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|
2022
Q4 | $1.34M | Buy |
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|
2022
Q3 | $809K | Hold |
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|
2022
Q2 | $844K | Sell |
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|
2022
Q1 | $1.22M | Sell |
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|
2021
Q4 | $1.46M | Buy |
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|
2021
Q3 | $898K | Hold |
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|
2021
Q2 | $884K | Hold |
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|
2021
Q1 | $791K | Sell |
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|
2020
Q4 | $857K | Sell |
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|
2020
Q3 | $820K | Hold |
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|
2020
Q2 | $736K | Hold |
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|
2020
Q1 | $627K | Sell |
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|
2019
Q4 | $942K | Buy |
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|
2019
Q3 | $761K | Sell |
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|
2019
Q2 | $756K | Buy |
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|
2019
Q1 | $354K | Buy |
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|
2018
Q4 | $292K | Sell |
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|
2018
Q3 | $703K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $19K | Sell |
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|
2017
Q4 | $272K | Sell |
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|
2017
Q3 | $304K | Buy |
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|
2017
Q2 | $283K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $2K | Hold |
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|
2016
Q2 | $2K | Buy |
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