Roble Belko & Company’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 | $386K | Hold |
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|
2025
Q2 | $352K | Hold |
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|
2025
Q1 | $297K | Hold |
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|
2024
Q4 | $324K | Hold |
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|
2024
Q3 | $306K | Hold |
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|
2024
Q2 | $296K | Hold |
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|
2024
Q1 | $270K | Hold |
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|
2023
Q4 | $240K | Hold |
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|
2023
Q3 | $219K | Hold |
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|
2023
Q2 | $225K | Hold |
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|
2023
Q1 | $204K | Hold |
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|
2022
Q4 | $187K | Sell |
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|
2022
Q3 | $306K | Hold |
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|
2022
Q2 | $320K | Hold |
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|
2022
Q1 | $405K | Hold |
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|
2021
Q4 | $443K | Hold |
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|
2021
Q3 | $391K | Hold |
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|
2021
Q2 | $385K | Hold |
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|
2021
Q1 | $345K | Hold |
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|
2020
Q4 | $338K | Hold |
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|
2020
Q3 | $306K | Hold |
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|
2020
Q2 | $275K | Hold |
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|
2020
Q1 | $219K | Hold |
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|
2019
Q4 | $256K | Hold |
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|
2019
Q3 | $238K | Hold |
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|
2019
Q2 | $237K | Hold |
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|
2019
Q1 | $228K | Hold |
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|
2018
Q4 | $199K | Hold |
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|
2018
Q3 | $235K | Hold |
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|
2018
Q2 | $215K | Hold |
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|
2018
Q1 | $205K | Hold |
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|
2017
Q4 | $202K | Hold |
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|
2017
Q3 | $190K | Hold |
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|
2017
Q2 | $181K | Hold |
|
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|
2017
Q1 | $174K | Hold |
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|
2016
Q4 | $161K | Sell |
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|
2016
Q3 | $171K | Hold |
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|
2016
Q2 | $164K | Hold |
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|
2016
Q1 | $163K | Hold |
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|
2015
Q4 | $162K | Hold |
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|
2015
Q3 | $151K | Hold |
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|
2015
Q2 | $160K | Hold |
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|
2015
Q1 | $160K | Buy |
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