Rockbridge Investment 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
Q2 | $304K | Hold |
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|
2025
Q1 | $256K | Buy |
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|
2024
Q4 | $269K | Hold |
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|
2024
Q3 | $254K | Hold |
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|
2024
Q2 | $246K | Sell |
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|
2024
Q1 | $238K | Hold |
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|
2023
Q4 | $211K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $170K | Hold |
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|
2022
Q1 | $215K | Buy |
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|
2021
Q4 | $214K | Hold |
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|
2021
Q3 | $189K | Hold |
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|
2021
Q2 | $186K | Hold |
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|
2021
Q1 | $167K | Hold |
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|
2020
Q4 | $163K | Buy |
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|
2020
Q3 | $74K | Hold |
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|
2020
Q2 | $66K | Buy |
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