Ruedi 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
Q2 | – | Sell |
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|
2025
Q1 | $59.7K | Hold |
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|
2024
Q4 | $65.3K | Hold |
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2024
Q3 | $61.6K | Hold |
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|
2024
Q2 | $59.5K | Hold |
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|
2024
Q1 | $54.3K | Hold |
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|
2023
Q4 | $48.3K | Buy |
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|
2023
Q3 | $3.01K | Hold |
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|
2023
Q2 | $3.1K | Hold |
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|
2023
Q1 | $2.81K | Hold |
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|
2022
Q4 | $2.57K | Buy |
|