Planned Solutions’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 | $13.6M | Buy |
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|
2025
Q2 | $11.7M | Buy |
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|
2025
Q1 | $1.34M | Sell |
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|
2024
Q4 | $1.79M | Buy |
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|
2024
Q3 | $928K | Buy |
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|
2024
Q2 | $884K | Sell |
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|
2024
Q1 | $912K | Buy |
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|
2023
Q4 | $776K | Sell |
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|
2023
Q3 | $727K | Buy |
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|
2023
Q2 | $739K | Buy |
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|
2023
Q1 | $604K | Sell |
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|
2022
Q4 | $6.94M | Buy |
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|
2022
Q3 | $6.57M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $827K | Buy |
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|
2021
Q2 | $719K | Hold |
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|
2021
Q1 | $644K | Hold |
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|
2020
Q4 | $631K | Hold |
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|
2020
Q3 | $571K | Buy |
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