Plante Moran Financial Advisors’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 | $590K | Hold |
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|
2025
Q2 | $538K | Hold |
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|
2025
Q1 | $454K | Sell |
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|
2024
Q4 | $516K | Buy |
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|
2024
Q3 | $475K | Hold |
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|
2024
Q2 | $459K | Sell |
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|
2024
Q1 | $583K | Buy |
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|
2023
Q4 | $447K | Buy |
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|
2023
Q3 | $166K | Buy |
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|
2023
Q2 | $166K | Buy |
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|
2023
Q1 | $146K | Hold |
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|
2022
Q4 | $133K | Sell |
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|
2022
Q3 | $281K | Buy |
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|
2022
Q2 | $156K | Buy |
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|
2022
Q1 | $174K | Sell |
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|
2021
Q4 | $253K | Hold |
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|
2021
Q3 | $224K | Hold |
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|
2021
Q2 | $220K | Hold |
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|
2021
Q1 | $197K | Sell |
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|
2020
Q4 | $441K | Sell |
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|
2020
Q3 | $458K | Buy |
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|
2020
Q2 | $124K | Hold |
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|
2020
Q1 | $99K | Buy |
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|
2019
Q4 | $91K | Sell |
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|
2019
Q3 | $109K | Hold |
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|
2019
Q2 | $109K | Hold |
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|
2019
Q1 | $105K | Sell |
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|
2018
Q4 | $122K | Buy |
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|
2018
Q3 | $108K | Hold |
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|
2018
Q2 | $99K | Sell |
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|
2018
Q1 | $100K | Buy |
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|
2017
Q4 | $93K | Hold |
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|
2017
Q3 | $87K | Hold |
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|
2017
Q2 | $83K | Sell |
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|
2017
Q1 | $86K | Hold |
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|
2016
Q4 | $79K | Sell |
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|
2016
Q3 | $87K | Hold |
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|
2016
Q2 | $84K | Hold |
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|
2016
Q1 | $83K | Buy |
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|
2015
Q4 | $54K | Hold |
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|
2015
Q3 | $51K | Hold |
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|
2015
Q2 | $54K | Hold |
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|
2015
Q1 | $54K | Sell |
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|
2014
Q4 | $74K | Buy |
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|
2014
Q3 | $50K | Buy |
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|
2014
Q2 | $21K | Hold |
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|
2014
Q1 | $20K | Hold |
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|
2013
Q4 | $20K | Hold |
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|
2013
Q3 | $18K | Hold |
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|
2013
Q2 | $17K | Buy |
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