Ropes Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $958K | Sell |
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|
2023
Q2 | $1.35M | Buy |
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|
2023
Q1 | $1.12M | Buy |
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|
2022
Q4 | $1.03M | Buy |
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|
2022
Q3 | $598K | Buy |
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|
2022
Q2 | $421K | Hold |
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|
2022
Q1 | $532K | Hold |
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|
2021
Q4 | $583K | Buy |
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|
2021
Q3 | $509K | Hold |
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|
2021
Q2 | $501K | Buy |
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|
2021
Q1 | $403K | Hold |
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|
2020
Q4 | $381K | Sell |
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|
2020
Q3 | $360K | Buy |
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|
2020
Q2 | $309K | Hold |
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|
2020
Q1 | $246K | Buy |
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|
2019
Q4 | $250K | Hold |
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|
2019
Q3 | $232K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $30K | Hold |
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|
2018
Q4 | $26K | Hold |
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|
2018
Q3 | $31K | Sell |
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|
2018
Q2 | $164K | Hold |
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|
2018
Q1 | $156K | Buy |
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|
2017
Q4 | $128K | Hold |
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|
2017
Q3 | $120K | Hold |
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|
2017
Q2 | $114K | Hold |
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|
2017
Q1 | $110K | Hold |
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|
2016
Q4 | $102K | Hold |
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|
2016
Q3 | $102K | Buy |
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