Providence Capital 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 | $39.1K | Sell |
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|
2025
Q2 | $50.3K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $31K | Hold |
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|
2024
Q2 | $30K | Hold |
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|
2024
Q1 | $27.4K | Hold |
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|
2023
Q4 | $24.3K | Hold |
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|
2023
Q3 | $22.2K | Hold |
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|
2023
Q2 | $22.8K | Hold |
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|
2023
Q1 | $20.7K | Hold |
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|
2022
Q4 | $19K | Hold |
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|
2022
Q3 | $19K | Hold |
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|
2022
Q2 | $20K | Hold |
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|
2022
Q1 | $25K | Hold |
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|
2021
Q4 | $27K | Hold |
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|
2021
Q3 | $24K | Hold |
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|
2021
Q2 | $24K | Hold |
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|
2021
Q1 | $21K | Hold |
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|
2020
Q4 | $21K | Hold |
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|
2020
Q3 | $19K | Buy |
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