Plancorp LLC’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 | $687K | Sell |
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|
2025
Q2 | $714K | Hold |
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|
2025
Q1 | $602K | Hold |
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|
2024
Q4 | $658K | Hold |
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|
2024
Q3 | $621K | Sell |
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|
2024
Q2 | $610K | Buy |
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|
2024
Q1 | $541K | Hold |
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|
2023
Q4 | $481K | Hold |
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|
2023
Q3 | $438K | Buy |
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|
2023
Q2 | $396K | Hold |
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|
2023
Q1 | $359K | Hold |
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|
2022
Q4 | $328K | Sell |
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|
2022
Q3 | $328K | Buy |
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|
2022
Q2 | $291K | Hold |
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|
2022
Q1 | $369K | Hold |
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|
2021
Q4 | $404K | Hold |
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|
2021
Q3 | $357K | Buy |
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|
2021
Q2 | $351K | Hold |
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|
2021
Q1 | $314K | Sell |
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|
2020
Q4 | $309K | Buy |
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|
2020
Q3 | $275K | Sell |
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|
2020
Q2 | $250K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $234K | Hold |
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|
2019
Q3 | $217K | Hold |
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|
2019
Q2 | $216K | Hold |
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|
2019
Q1 | $208K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $211K | Buy |
|