Rainey & Randall Wealth 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
Q2 | – | Sell |
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|
2025
Q1 | $293K | Hold |
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|
2024
Q4 | $321K | Hold |
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|
2024
Q3 | $302K | Hold |
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|
2024
Q2 | $292K | Hold |
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|
2024
Q1 | $267K | Sell |
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|
2023
Q4 | $247K | Sell |
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|
2023
Q3 | $233K | Buy |
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|
2023
Q2 | $240K | Hold |
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|
2023
Q1 | $217K | Sell |
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|
2022
Q4 | $394K | Buy |
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|
2022
Q3 | $389K | Buy |
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|
2022
Q2 | $360K | Buy |
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|
2022
Q1 | $431K | Buy |
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|
2021
Q4 | $464K | Buy |
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|
2021
Q3 | $410K | Buy |
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|
2021
Q2 | $376K | Buy |
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|
2021
Q1 | $308K | Hold |
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|
2020
Q4 | $301K | Sell |
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|
2020
Q3 | $454K | Sell |
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|
2020
Q2 | $457K | Buy |
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|
2020
Q1 | $363K | Sell |
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|
2019
Q4 | $503K | Sell |
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|
2019
Q3 | $511K | Hold |
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|
2019
Q2 | $509K | Buy |
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|
2019
Q1 | $466K | Hold |
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|
2018
Q4 | $407K | Hold |
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|
2018
Q3 | $479K | Hold |
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|
2018
Q2 | $440K | Buy |
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|
2018
Q1 | $288K | Buy |
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|
2017
Q4 | $237K | Buy |
|