Private Wealth Advisors (California)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.88M | Sell |
60,851
-1,738
| -3% | -$209K | 1.94% | 15 |
|
|
2025
Q4 | $7.71M | Sell |
62,589
-396
| -0.6% | -$48.5K | 2.46% | 11 |
|
|
2025
Q3 | $7.6M | Sell |
62,985
-8,310
| -12% | -$956K | 2.56% | 9 |
|
|
2025
Q2 | $7.85M | Buy |
71,295
+6
| +0% | +$594 | 2.88% | 9 |
|
|
2025
Q1 | $6.62M | Sell |
71,289
-625
| -0.9% | -$63K | 2.39% | 13 |
|
|
2024
Q4 | $7.3M | Sell |
71,914
-11
| -0% | -$1.1K | 2.86% | 9 |
|
|
2024
Q3 | $6.79M | Sell |
71,925
-1,393
| -2% | -$129K | 2.6% | 11 |
|
|
2024
Q2 | $6.84M | Sell |
73,318
-268
| -0.4% | -$23.1K | 2.63% | 11 |
|
|
2024
Q1 | $6.21M | Sell |
73,586
-3,469
| -5% | -$279K | 2.53% | 14 |
|
|
2023
Q4 | $5.79M | Sell |
77,055
-436
| -0.6% | -$31K | 2.26% | 16 |
|
|
2023
Q3 | $5.3M | Buy |
77,491
+238
| +0.3% | +$16.8K | 2.24% | 16 |
|
|
2023
Q2 | $5.44M | Sell |
77,253
-315
| -0.4% | -$20.8K | 2.22% | 15 |
|
|
2023
Q1 | $4.96M | Sell |
77,568
-984
| -1% | -$60.1K | 2.08% | 16 |
|
|
2022
Q4 | $4.6M | Sell |
78,552
-636
| -0.8% | -$38.2K | 1.55% | 27 |
|
|
2022
Q3 | $4.58M | Buy |
79,188
+172
| +0.2% | +$11.2K | 2.13% | 18 |
|
|
2022
Q2 | $5.5M | Sell |
79,016
-2,422
| -3% | -$160K | 2.03% | 21 |
|
|
2022
Q1 | $6.22M | Sell |
81,438
-678
| -0.8% | -$50.9K | 1.98% | 18 |
|
|
2021
Q4 | $6.87M | Sell |
82,116
-45
| -0.1% | -$3.63K | 1.47% | 21 |
|
|
2021
Q3 | $6.69M | Sell |
82,161
-1,352
| -2% | -$103K | 1.6% | 19 |
|
|
2021
Q2 | $6.07M | Hold |
83,513
| – | – | 1.86% | 15 |
|
|
2021
Q1 | $5.44M | Sell |
83,513
-6,456
| -7% | -$417K | 1.84% | 15 |
|
|
2020
Q4 | $5.76M | Sell |
89,969
-1,555
| -2% | -$94.3K | 1.99% | 14 |
|
|
2020
Q3 | $5.29M | Buy |
91,524
+1,312
| +1% | +$74.3K | 2.74% | 14 |
|
|
2020
Q2 | $4.68M | Sell |
90,212
-58,032
| -39% | -$2.78M | 3.26% | 14 |
|
|
2020
Q1 | $6.12M | Sell |
148,244
-38,264
| -21% | -$1.81M | 5.01% | 9 |
|
|
2019
Q4 | $9.03M | Sell |
186,508
-16,956
| -8% | -$786K | 5.19% | 4 |
|
|
2019
Q3 | $9.16M | Sell |
203,464
-3,544
| -2% | -$160K | 5.97% | 6 |
|
|
2019
Q2 | $8.92M | Hold |
207,008
| – | – | 6.07% | 5 |
|
|
2019
Q1 | $8.92M | Buy |
207,008
+2,660
| +1% | +$109K | 6.07% | 5 |
|
|
2018
Q4 | $7.7M | Buy |
+204,348
| New | +$8.27M | 6.22% | 5 |
|
Other funds holding IVW
