RFG Advisory’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 | $1.21M | Sell |
|
|||||
|
2025
Q2 | $1.11M | Sell |
|
|||||
|
2025
Q1 | $2.38M | Sell |
|
|||||
|
2024
Q4 | $5.95M | Sell |
|
|||||
|
2024
Q3 | $5.89M | Sell |
|
|||||
|
2024
Q2 | $5.86M | Buy |
|
|||||
|
2024
Q1 | $2.98M | Buy |
|
|||||
|
2023
Q4 | $2.57M | Buy |
|
|||||
|
2023
Q3 | $2.15M | Buy |
|
|||||
|
2023
Q2 | $594K | Buy |
|
|||||
|
2023
Q1 | $300K | Sell |
|
|||||
|
2022
Q4 | $387K | Sell |
|
|||||
|
2022
Q3 | $3.69M | Buy |
|
|||||
|
2022
Q2 | $3.81M | Buy |
|
|||||
|
2022
Q1 | $472K | Buy |
|
|||||
|
2021
Q4 | $516K | Buy |
|
|||||
|
2021
Q3 | $358K | Buy |
|
|||||
|
2021
Q2 | $258K | Sell |
|
|||||
|
2021
Q1 | $244K | Sell |
|
|||||
|
2020
Q4 | $3.42M | Sell |
|
|||||
|
2020
Q3 | $8.34M | Buy |
|
|||||
|
2020
Q2 | $6.48M | Sell |
|
|||||
|
2020
Q1 | $5.55M | Buy |
|
|||||
|
2019
Q4 | $5.36M | Sell |
|
|||||
|
2019
Q3 | $5.02M | Buy |
|
|||||
|
2019
Q2 | $4.81M | Buy |
|
|||||
|
2019
Q1 | $4.48M | Buy |
|
|||||
|
2018
Q4 | $3.35M | Buy |
|
|||||
|
2018
Q3 | $1.13M | Buy |
|
|||||
|
2018
Q2 | $627K | Buy |
|
|||||
|
2016
Q1 | – | Sell |
|
|||||
|
2015
Q4 | $658K | Buy |
|