Roman Butler Fullerton & Co’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 | $3.58M | Buy |
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|
2025
Q1 | $665K | Sell |
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|
2024
Q4 | $3.36M | Buy |
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|
2024
Q3 | $2.44M | Buy |
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|
2024
Q2 | $2.22M | Buy |
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|
2024
Q1 | $1.51M | Buy |
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|
2023
Q4 | $1.32M | Buy |
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|
2023
Q3 | $426K | Sell |
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|
2023
Q2 | $636K | Buy |
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|
2023
Q1 | $558K | Buy |
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|
2022
Q4 | $529K | Sell |
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|
2022
Q3 | $503K | Buy |
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|
2022
Q2 | $550K | Sell |
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|
2022
Q1 | $718K | Sell |
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|
2021
Q4 | $792K | Sell |
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|
2021
Q3 | $749K | Buy |
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|
2021
Q2 | $702K | Buy |
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|
2021
Q1 | $674K | Buy |
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|
2020
Q4 | $615K | Buy |
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|
2020
Q3 | $556K | Sell |
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|
2020
Q2 | $537K | Buy |
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|
2020
Q1 | $299K | Sell |
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|
2019
Q4 | $2.98M | Sell |
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|
2019
Q3 | $2.91M | Sell |
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|
2019
Q2 | $3.16M | Sell |
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|
2019
Q1 | $4.32M | Sell |
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|
2018
Q4 | $4.69M | Buy |
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