R.M. Davis Inc’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 | $853K | Sell |
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|
2025
Q2 | $811K | Buy |
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|
2025
Q1 | $511K | Sell |
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|
2024
Q4 | $569K | Hold |
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|
2024
Q3 | $537K | Sell |
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|
2024
Q2 | $547K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $338K | Buy |
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|
2023
Q1 | $301K | Hold |
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|
2022
Q4 | $276K | Buy |
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|
2022
Q3 | $231K | Hold |
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|
2022
Q2 | $241K | Sell |
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|
2022
Q1 | $336K | Buy |
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|
2021
Q4 | $334K | Sell |
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|
2021
Q3 | $369K | Sell |
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|
2021
Q2 | $374K | Sell |
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|
2021
Q1 | $399K | Sell |
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|
2020
Q4 | $430K | Sell |
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|
2020
Q3 | $407K | Buy |
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|
2020
Q2 | $317K | Sell |
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|
2020
Q1 | $283K | Buy |
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|
2019
Q4 | $296K | Hold |
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|
2019
Q3 | $275K | Sell |
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|
2019
Q2 | $478K | Sell |
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|
2019
Q1 | $517K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $231K | Buy |
|