Phillips Financial 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 | $470K | Hold |
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|
2025
Q2 | $429K | Hold |
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|
2025
Q1 | $362K | Hold |
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|
2024
Q4 | $396K | Sell |
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|
2024
Q3 | $374K | Sell |
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|
2024
Q2 | $393K | Buy |
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|
2024
Q1 | $353K | Sell |
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|
2023
Q4 | $316K | Sell |
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|
2023
Q3 | $354K | Sell |
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|
2023
Q2 | $423K | Hold |
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|
2023
Q1 | $383K | Sell |
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|
2022
Q4 | $428K | Sell |
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|
2022
Q3 | $509K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $1.1M | Sell |
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|
2021
Q4 | $1.47M | Hold |
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|
2021
Q3 | $1.3M | Hold |
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|
2021
Q2 | $1.28M | Hold |
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|
2021
Q1 | $1.14M | Sell |
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|
2020
Q4 | $1.39M | Buy |
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