PSI 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 | $285K | Sell |
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|
2025
Q2 | $289K | Sell |
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|
2025
Q1 | $309K | Buy |
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|
2024
Q4 | $333K | Buy |
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|
2024
Q3 | $260K | Hold |
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|
2024
Q2 | $251K | Hold |
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|
2024
Q1 | $229K | Sell |
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|
2023
Q4 | $215K | Sell |
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|
2023
Q3 | $198K | Hold |
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|
2023
Q2 | $204K | Hold |
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|
2023
Q1 | $185K | Sell |
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|
2022
Q4 | $195K | Sell |
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|
2022
Q3 | $1M | Sell |
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|
2022
Q2 | $1.5M | Sell |
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|
2022
Q1 | $2.02M | Sell |
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|
2021
Q4 | $2.25M | Sell |
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|
2021
Q3 | $1.98M | Sell |
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|
2021
Q2 | $2.03M | Sell |
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|
2021
Q1 | $1.89M | Sell |
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|
2020
Q4 | $1.89M | Sell |
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|
2020
Q3 | $2.08M | Sell |
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|
2020
Q2 | $1.93M | Sell |
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|
2020
Q1 | $1.64M | Sell |
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|
2019
Q4 | $2.2M | Buy |
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