Regatta Capital Group’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 | $351K | Hold |
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|
2025
Q2 | $320K | Hold |
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|
2025
Q1 | $270K | Hold |
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|
2024
Q4 | $295K | Hold |
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|
2024
Q3 | $279K | Sell |
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|
2024
Q2 | $279K | Hold |
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|
2024
Q1 | $255K | Hold |
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|
2023
Q4 | $227K | Hold |
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|
2023
Q3 | $207K | Sell |
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|
2023
Q2 | $255K | Buy |
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|
2023
Q1 | $210K | Hold |
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|
2022
Q4 | $210K | Sell |
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|
2022
Q3 | $341K | Buy |
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|
2022
Q2 | $298K | Sell |
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|
2022
Q1 | $400K | Sell |
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|
2021
Q4 | $720K | Buy |
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