PFS Partners’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 | $40.7K | Hold |
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|
2025
Q2 | $37.1K | Sell |
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|
2025
Q1 | $42.5K | Sell |
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|
2024
Q4 | $72.7K | Buy |
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|
2024
Q3 | $68.5K | Buy |
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|
2024
Q2 | $66.1K | Sell |
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|
2024
Q1 | $107K | Hold |
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|
2023
Q4 | $94.7K | Sell |
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|
2023
Q3 | $86.3K | Hold |
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|
2023
Q2 | $88.9K | Buy |
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|
2023
Q1 | $80.4K | Sell |
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|
2022
Q4 | $130K | Buy |
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|
2022
Q3 | $129K | Hold |
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|
2022
Q2 | $134K | Buy |
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|
2022
Q1 | $170K | Sell |
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|
2021
Q4 | $195K | Buy |
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