Pinnacle Associates’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 | $3.43M | Sell |
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|
2025
Q2 | $3.57M | Sell |
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|
2025
Q1 | $3.09M | Buy |
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|
2024
Q4 | $3.26M | Buy |
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|
2024
Q3 | $461K | Sell |
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|
2024
Q2 | $577K | Hold |
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|
2024
Q1 | $526K | Buy |
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|
2023
Q4 | $461K | Buy |
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|
2023
Q3 | $416K | Buy |
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|
2023
Q2 | $276K | Buy |
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|
2023
Q1 | $240K | Hold |
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|
2022
Q4 | $220K | Sell |
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|
2022
Q3 | $252K | Sell |
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|
2022
Q2 | $291K | Sell |
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|
2022
Q1 | $686K | Hold |
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|
2021
Q4 | $751K | Hold |
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|
2021
Q3 | $664K | Hold |
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|
2021
Q2 | $653K | Buy |
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|
2021
Q1 | $567K | Sell |
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|
2020
Q4 | $740K | Hold |
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|
2020
Q3 | $669K | Buy |
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|
2020
Q2 | $591K | Buy |
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|
2020
Q1 | $457K | Hold |
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|
2019
Q4 | $537K | Sell |
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|
2019
Q3 | $518K | Hold |
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|
2019
Q2 | $516K | Sell |
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|
2019
Q1 | $508K | Buy |
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|
2018
Q4 | $378K | Hold |
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|
2018
Q3 | $445K | Buy |
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|
2018
Q2 | $388K | Buy |
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|
2018
Q1 | $223K | Hold |
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|
2017
Q4 | $220K | Sell |
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|
2017
Q3 | $221K | Sell |
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|
2017
Q2 | $216K | Sell |
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|
2017
Q1 | $227K | Hold |
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|
2016
Q4 | $210K | Hold |
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|
2016
Q3 | $210K | Hold |
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|
2016
Q2 | $201K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $242K | Buy |
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