Sage Financial Group’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 | $612K | Hold |
|
|||||
|
2025
Q1 | $516K | Hold |
|
|||||
|
2024
Q4 | $565K | Hold |
|
|||||
|
2024
Q3 | $533K | Hold |
|
|||||
|
2024
Q2 | $515K | Hold |
|
|||||
|
2024
Q1 | $470K | Hold |
|
|||||
|
2023
Q4 | $418K | Hold |
|
|||||
|
2023
Q3 | $381K | Buy |
|
|||||
|
2023
Q2 | $374K | Hold |
|
|||||
|
2023
Q1 | $339K | Hold |
|
|||||
|
2022
Q4 | $311K | Sell |
|
|||||
|
2022
Q3 | $481K | Buy |
|
|||||
|
2022
Q2 | $321K | Buy |
|