PFG Private 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 | $382K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $4.73K | Sell |
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|
2023
Q3 | $7.73K | Sell |
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|
2023
Q2 | $14.9K | Hold |
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|
2023
Q1 | $13.5K | Sell |
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|
2022
Q4 | $114K | Buy |
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|
2022
Q3 | $9K | Buy |
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|
2022
Q2 | $7K | Hold |
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|
2022
Q1 | $9K | Hold |
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|
2021
Q4 | $10K | Buy |
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|
2021
Q3 | $3K | Buy |
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