R.W. Roge & Company’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 | $5.42M | Sell |
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|
2025
Q2 | $5.08M | Sell |
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|
2025
Q1 | $4.7M | Sell |
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|
2024
Q4 | $5.61M | Sell |
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|
2024
Q3 | $5.42M | Sell |
|
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|
2024
Q2 | $5.43M | Sell |
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|
2024
Q1 | $5.24M | Sell |
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|
2023
Q4 | $4.79M | Buy |
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|
2023
Q3 | $4.11M | Buy |
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|
2023
Q2 | $4.31M | Sell |
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|
2023
Q1 | $3.94M | Buy |
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|
2022
Q4 | $3.58M | Buy |
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|
2022
Q3 | $1.13M | Hold |
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|
2022
Q2 | $1.19M | Sell |
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|
2022
Q1 | $1.54M | Sell |
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|
2021
Q4 | $1.51M | Sell |
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|
2021
Q3 | $1.66M | Sell |
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|
2021
Q2 | $1.68M | Sell |
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|
2021
Q1 | $1.51M | Sell |
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|
2020
Q4 | $1.86M | Sell |
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|
2020
Q3 | $1.82M | Sell |
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|
2020
Q2 | $1.97M | Sell |
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|
2020
Q1 | $1.65M | Sell |
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|
2019
Q4 | $2.04M | Buy |
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