Sage Mountain 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Hold |
|
|||||
|
2025
Q1 | $929K | Hold |
|
|||||
|
2024
Q4 | $1.02M | Hold |
|
|||||
|
2024
Q3 | $958K | Buy |
|
|||||
|
2024
Q2 | $571K | Buy |
|
|||||
|
2024
Q1 | $446K | Hold |
|
|||||
|
2023
Q4 | $397K | Buy |
|
|||||
|
2023
Q3 | $361K | Buy |
|
|||||
|
2023
Q2 | $270K | Hold |
|
|||||
|
2023
Q1 | $245K | Hold |
|
|||||
|
2022
Q4 | $224K | Buy |
|
|||||
|
2022
Q3 | $216K | Hold |
|
|||||
|
2022
Q2 | $226K | Hold |
|
|||||
|
2022
Q1 | $286K | Hold |
|
|||||
|
2021
Q4 | $313K | Hold |
|
|||||
|
2021
Q3 | $276K | Hold |
|
|||||
|
2021
Q2 | $272K | Hold |
|
|||||
|
2021
Q1 | $244K | Hold |
|
|||||
|
2020
Q4 | $239K | Buy |
|