SageView Advisory 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
Q3 | $1.06M | Sell |
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|
2025
Q2 | $1.01M | Buy |
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|
2025
Q1 | $803K | Buy |
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|
2024
Q4 | $878K | Buy |
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|
2024
Q3 | $478K | Sell |
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|
2024
Q2 | $831K | Sell |
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|
2024
Q1 | $13.8M | Buy |
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|
2023
Q4 | $829K | Buy |
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|
2023
Q3 | $340K | Sell |
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|
2023
Q2 | $590K | Buy |
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|
2023
Q1 | $429K | Sell |
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|
2022
Q4 | $577K | Buy |
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