Ritholtz Wealth Management’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 | $641K | Sell |
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|
2025
Q2 | $639K | Buy |
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|
2025
Q1 | $494K | Hold |
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|
2024
Q4 | $540K | Sell |
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|
2024
Q3 | $514K | Sell |
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|
2024
Q2 | $504K | Buy |
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|
2024
Q1 | $338K | Sell |
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|
2023
Q4 | $320K | Buy |
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|
2023
Q3 | $292K | Buy |
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|
2023
Q2 | $282K | Hold |
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|
2023
Q1 | $256K | Sell |
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|
2022
Q4 | $237K | Sell |
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|
2022
Q3 | $585K | Buy |
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|
2022
Q2 | $253K | Sell |
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|
2022
Q1 | $359K | Hold |
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|
2021
Q4 | $393K | Sell |
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|
2021
Q3 | $363K | Buy |
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|
2021
Q2 | $348K | Buy |
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|
2021
Q1 | $260K | Buy |
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