Sage Investment Advisers’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.11M | Sell |
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|
2024
Q2 | $3.07M | Buy |
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|
2024
Q1 | $2.73M | Sell |
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|
2023
Q4 | $2.44M | Buy |
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|
2023
Q3 | $1.64M | Sell |
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|
2023
Q2 | $1.77M | Sell |
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|
2023
Q1 | $1.67M | Buy |
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|
2022
Q4 | $1.45M | Buy |
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|
2022
Q3 | $1.36M | Buy |
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|
2022
Q2 | $1.19M | Buy |
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|
2022
Q1 | $1.27M | Buy |
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|
2021
Q4 | $1.13M | Buy |
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