Planning Center 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $620K | Sell |
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|
2025
Q2 | $667K | Sell |
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|
2025
Q1 | $656K | Sell |
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|
2024
Q4 | $830K | Sell |
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|
2024
Q3 | $961K | Hold |
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|
2024
Q2 | $929K | Hold |
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|
2024
Q1 | $848K | Sell |
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|
2023
Q4 | $773K | Sell |
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|
2023
Q3 | $751K | Hold |
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|
2023
Q2 | $773K | Hold |
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|
2023
Q1 | $710K | Sell |
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|
2022
Q4 | $747K | Sell |
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|
2022
Q3 | $735K | Sell |
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|
2022
Q2 | $869K | Sell |
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|
2022
Q1 | $1.08M | Sell |
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|
2021
Q4 | $1.2M | Buy |
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