Personal CFO Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $1.31M | Buy |
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|
2024
Q2 | $1.2M | Buy |
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|
2024
Q1 | $852K | Buy |
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|
2023
Q4 | $744K | Buy |
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|
2023
Q3 | $587K | Buy |
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|
2023
Q2 | $556K | Sell |
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|
2023
Q1 | $511K | Buy |
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|
2022
Q4 | $458K | Sell |
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|
2022
Q3 | $644K | Sell |
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|
2022
Q2 | $677K | Sell |
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|
2022
Q1 | $940K | Sell |
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|
2021
Q4 | $1.48M | Sell |
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|
2021
Q3 | $1.4M | Sell |
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|
2021
Q2 | $1.48M | Sell |
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|
2021
Q1 | $1.35M | Sell |
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|
2020
Q4 | $1.41M | Buy |
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|
2020
Q3 | $1K | Sell |
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|
2020
Q2 | $1.19M | Sell |
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|
2020
Q1 | $1.38M | Buy |
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|
2019
Q4 | $1.31M | Buy |
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|
2019
Q3 | $1.15M | Buy |
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