Rise 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
Q3 | $99.1K | Buy |
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|
2025
Q2 | $90.3K | Buy |
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|
2025
Q1 | $76K | Buy |
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|
2024
Q4 | $83K | Buy |
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|
2024
Q3 | $78.2K | Buy |
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|
2024
Q2 | $75.5K | Buy |
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|
2024
Q1 | $68.8K | Buy |
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|
2023
Q4 | $61.1K | Buy |
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|
2023
Q3 | $55.4K | Sell |
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|
2023
Q2 | $75.6K | Buy |
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|
2023
Q1 | $68.4K | Buy |
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|
2022
Q4 | $62.4K | Buy |
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|
2022
Q3 | $62K | Buy |
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|
2022
Q2 | $64K | Sell |
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|
2022
Q1 | $199K | Buy |
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|
2021
Q4 | $217K | Buy |
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