Principle Wealth Partners’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 | $642K | Hold |
|
|||||
|
2025
Q2 | $586K | Hold |
|
|||||
|
2025
Q1 | $494K | Hold |
|
|||||
|
2024
Q4 | $540K | Hold |
|
|||||
|
2024
Q3 | $509K | Hold |
|
|||||
|
2024
Q2 | $492K | Hold |
|
|||||
|
2024
Q1 | $449K | Hold |
|
|||||
|
2023
Q4 | $399K | Hold |
|
|||||
|
2023
Q3 | $364K | Hold |
|
|||||
|
2023
Q2 | $375K | Hold |
|
|||||
|
2023
Q1 | $340K | Hold |
|
|||||
|
2022
Q4 | $311K | Sell |
|
|||||
|
2022
Q3 | $321 | Buy |
|
|||||
|
2022
Q2 | $321K | Hold |
|
|||||
|
2022
Q1 | $406K | Hold |
|
|||||
|
2021
Q4 | $445K | Hold |
|
|||||
|
2021
Q3 | $393K | Hold |
|
|||||
|
2021
Q2 | $387K | Hold |
|
|||||
|
2021
Q1 | $346K | Sell |
|
|||||
|
2020
Q4 | $372K | Hold |
|
|||||
|
2020
Q3 | $337K | Buy |
|
|||||
|
2020
Q2 | $201K | Buy |
|