Regal Investment 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 | $14.3M | Sell |
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|
2025
Q1 | $12.9M | Buy |
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|
2024
Q4 | $13.6M | Sell |
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|
2024
Q3 | $13.3M | Buy |
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|
2024
Q2 | $11.1M | Buy |
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|
2024
Q1 | $6.64M | Buy |
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|
2023
Q4 | $3.58M | Buy |
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|
2023
Q3 | $3.22M | Buy |
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|
2023
Q2 | $1.39M | Buy |
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|
2023
Q1 | $1.14M | Buy |
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|
2022
Q4 | $1.02M | Sell |
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|
2022
Q3 | $1.05M | Sell |
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|
2022
Q2 | $1.13M | Sell |
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|
2022
Q1 | $1.47M | Sell |
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|
2021
Q4 | $1.69M | Buy |
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|
2021
Q3 | $1.37M | Buy |
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|
2021
Q2 | $1.35M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1.32M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $1.2M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.27M | Sell |
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|
2019
Q3 | $1.19M | Sell |
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|
2019
Q2 | $1.48M | Sell |
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|
2019
Q1 | $1.59M | Buy |
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|
2018
Q4 | $1.04M | Sell |
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|
2018
Q3 | $1.25M | Buy |
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|
2018
Q2 | $688K | Sell |
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|
2018
Q1 | $964K | Buy |
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|
2017
Q4 | $759K | Sell |
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|
2017
Q3 | $723K | Buy |
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|
2017
Q2 | $470K | Buy |
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|
2017
Q1 | $328K | Sell |
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|
2016
Q4 | $317K | Sell |
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|
2016
Q3 | $810K | Sell |
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|
2016
Q2 | $861K | Buy |
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|
2016
Q1 | $828K | Buy |
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|
2015
Q4 | $691K | Buy |
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|
2015
Q3 | $511K | Buy |
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|
2015
Q2 | $451K | Sell |
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|
2015
Q1 | $515K | Sell |
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|
2014
Q4 | $828K | Buy |
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|
2014
Q3 | $550K | Buy |
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|
2014
Q2 | $526K | Buy |
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|
2014
Q1 | $464K | Sell |
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|
2013
Q4 | $876K | Buy |
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|
2013
Q3 | $263K | Sell |
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|
2013
Q2 | $406K | Buy |
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