Prosperity Planning’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 | $3.04M | Sell |
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|
2025
Q2 | $2.82M | Sell |
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|
2025
Q1 | $2.41M | Sell |
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|
2024
Q4 | $2.64M | Sell |
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|
2024
Q3 | $2.51M | Sell |
|
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|
2024
Q2 | $2.45M | Buy |
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|
2024
Q1 | $2.14M | Buy |
|
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|
2023
Q4 | $1.82M | Buy |
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|
2023
Q3 | $1.63M | Buy |
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|
2023
Q2 | $1.64M | Sell |
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|
2023
Q1 | $1.51M | Buy |
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|
2022
Q4 | $1.17M | Hold |
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|
2022
Q3 | $1.3M | Buy |
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|
2022
Q2 | $666K | Hold |
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|
2022
Q1 | $819K | Hold |
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|
2021
Q4 | $863K | Sell |
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|
2021
Q3 | $780K | Buy |
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|
2021
Q2 | $765K | Sell |
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|
2021
Q1 | $685K | Sell |
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|
2020
Q4 | $951K | Buy |
|