Pittenger & Anderson Inc’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 | $116K | Buy |
1,027
+62
| +6% | +$7.46K | ﹤0.01% | 258 |
|
|
2025
Q4 | $119K | Hold |
965
| – | – | ﹤0.01% | 257 |
|
|
2025
Q3 | $116K | Hold |
965
| – | – | ﹤0.01% | 256 |
|
|
2025
Q2 | $106K | Hold |
965
| – | – | ﹤0.01% | 249 |
|
|
2025
Q1 | $89.6K | Sell |
965
-650
| -40% | -$65.5K | ﹤0.01% | 256 |
|
|
2024
Q4 | $164K | Hold |
1,615
| – | – | 0.01% | 230 |
|
|
2024
Q3 | $155K | Sell |
1,615
-120
| -7% | -$11.1K | 0.01% | 246 |
|
|
2024
Q2 | $161K | Hold |
1,735
| – | – | 0.01% | 234 |
|
|
2024
Q1 | $147K | Hold |
1,735
| – | – | 0.01% | 239 |
|
|
2023
Q4 | $130K | Hold |
1,735
| – | – | 0.01% | 247 |
|
|
2023
Q3 | $119K | Sell |
1,735
-110
| -6% | -$7.78K | 0.01% | 232 |
|
|
2023
Q2 | $130K | Sell |
1,845
-1,018
| -36% | -$67.3K | 0.01% | 226 |
|
|
2023
Q1 | $183K | Sell |
2,863
-225
| -7% | -$13.8K | 0.01% | 207 |
|
|
2022
Q4 | $181K | Hold |
3,088
| – | – | 0.01% | 206 |
|
|
2022
Q3 | $179K | Sell |
3,088
-68
| -2% | -$4.42K | 0.01% | 198 |
|
|
2022
Q2 | $190K | Sell |
3,156
-165
| -5% | -$10.9K | 0.01% | 200 |
|
|
2022
Q1 | $254K | Sell |
3,321
-183
| -5% | -$13.7K | 0.01% | 196 |
|
|
2021
Q4 | $293K | Hold |
3,504
| – | – | 0.01% | 188 |
|
|
2021
Q3 | $259K | Hold |
3,504
| – | – | 0.01% | 189 |
|
|
2021
Q2 | $255K | Buy |
3,504
+136
| +4% | +$9.41K | 0.01% | 187 |
|
|
2021
Q1 | $219K | Buy |
3,368
+1,528
| +83% | +$98.8K | 0.01% | 192 |
|
|
2020
Q4 | $117K | Buy |
1,840
+800
| +77% | +$48.5K | 0.01% | 224 |
|
|
2020
Q3 | $60K | Hold |
1,040
| – | – | ﹤0.01% | 241 |
|
|
2020
Q2 | $54K | Hold |
1,040
| – | – | ﹤0.01% | 241 |
|
|
2020
Q1 | $43K | Sell |
1,040
-928
| -47% | -$43.9K | ﹤0.01% | 244 |
|
|
2019
Q4 | $95K | Buy |
1,968
+928
| +89% | +$43K | 0.01% | 251 |
|
|
2019
Q3 | $47K | Hold |
1,040
| – | – | ﹤0.01% | 271 |
|
|
2019
Q2 | $47K | Hold |
1,040
| – | – | ﹤0.01% | 269 |
|
|
2019
Q1 | $45K | Hold |
1,040
| – | – | ﹤0.01% | 274 |
|
|
2018
Q4 | $39K | Sell |
1,040
-1,064
| -51% | -$43.1K | ﹤0.01% | 266 |
|
|
2018
Q3 | $93K | Buy |
2,104
+340
| +19% | +$14.6K | 0.01% | 240 |
|
|
2018
Q2 | $72K | Hold |
1,764
| – | – | 0.01% | 248 |
|
|
2018
Q1 | $68K | Hold |
1,764
| – | – | 0.01% | 255 |
|
|
2017
Q4 | $67K | Hold |
1,764
| – | – | 0.01% | 258 |
|
|
2017
Q3 | $63K | Hold |
1,764
| – | – | 0.01% | 256 |
|
|
2017
Q2 | $60K | Buy |
1,764
+1,064
| +152% | +$36.1K | 0.01% | 262 |
|
|
2017
Q1 | $23K | Sell |
700
-332
| -32% | -$10.7K | ﹤0.01% | 291 |
|
|
2016
Q4 | $31K | Sell |
1,032
-1,100
| -52% | -$33.2K | ﹤0.01% | 292 |
|
|
2016
Q3 | $65K | Buy |
+2,132
| New | +$64.6K | 0.01% | 252 |
|
Other funds holding IVW
