Perritt Capital 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
Q2 | $117K | Buy |
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|
2025
Q1 | $98.6K | Buy |
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|
2024
Q4 | $108K | Buy |
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|
2024
Q3 | $101K | Sell |
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|
2024
Q2 | $219K | Buy |
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|
2024
Q1 | $199K | Buy |
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|
2023
Q4 | $177K | Buy |
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|
2023
Q3 | $161K | Hold |
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|
2023
Q2 | $166K | Hold |
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|
2023
Q1 | $150K | Sell |
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|
2022
Q4 | $724K | Sell |
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|
2022
Q3 | $782K | Sell |
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|
2022
Q2 | $829K | Buy |
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|
2022
Q1 | $1.03M | Sell |
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|
2021
Q4 | $1.2M | Sell |
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|
2021
Q3 | $1.12M | Buy |
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|
2021
Q2 | $1.09M | Sell |
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|
2021
Q1 | $1.29M | Sell |
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|
2020
Q4 | $1.3M | Buy |
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|
2020
Q3 | $1.15M | Sell |
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|
2020
Q2 | $1.16M | Sell |
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|
2020
Q1 | $1.41M | Buy |
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|
2019
Q4 | $1.63M | Sell |
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|
2019
Q3 | $1.87M | Sell |
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|
2019
Q2 | $2.13M | Sell |
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|
2019
Q1 | $2.18M | Sell |
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|
2018
Q4 | $1.93M | Buy |
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|
2018
Q3 | $2.22M | Sell |
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|
2018
Q2 | $2.16M | Buy |
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|
2018
Q1 | $2.09M | Buy |
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|
2017
Q4 | $1.95M | Buy |
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|
2017
Q3 | $1.83M | Sell |
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|
2017
Q2 | $1.78M | Buy |
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|
2017
Q1 | $1.69M | Buy |
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|
2016
Q4 | $1.57M | Sell |
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|
2016
Q3 | $2.42M | Buy |
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|
2016
Q2 | $2.32M | Sell |
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|
2016
Q1 | $2.31M | Buy |
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|
2015
Q4 | $2.12M | Sell |
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|
2015
Q3 | $2.04M | Buy |
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|
2015
Q2 | $2.15M | Buy |
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|
2015
Q1 | $2.11M | Buy |
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