Salomon & Ludwin’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $68.6M | Sell |
598,490
-14,163
| -2% | -$1.7M | 6.13% | 2 |
|
|
2025
Q4 | $75.8M | Sell |
612,653
-16,236
| -3% | -$1.99M | 6.7% | 1 |
|
|
2025
Q3 | $76.1M | Sell |
628,889
-31,137
| -5% | -$3.58M | 6.85% | 1 |
|
|
2025
Q2 | $72.4M | Sell |
660,026
-27,821
| -4% | -$2.75M | 7.16% | 1 |
|
|
2025
Q1 | $63.9M | Sell |
687,847
-19,944
| -3% | -$2.01M | 6.81% | 1 |
|
|
2024
Q4 | $71.9M | Sell |
707,791
-53,685
| -7% | -$5.36M | 7.61% | 1 |
|
|
2024
Q3 | $72.9M | Sell |
761,476
-76,754
| -9% | -$7.09M | 7.43% | 1 |
|
|
2024
Q2 | $77.6M | Sell |
838,230
-300,393
| -26% | -$25.9M | 8.66% | 1 |
|
|
2024
Q1 | $96.1M | Sell |
1,138,623
-51,138
| -4% | -$4.11M | 8.27% | 1 |
|
|
2023
Q4 | $81.3M | Hold |
1,189,761
| – | – | 8.49% | 1 |
|
|
2023
Q3 | $81.3M | Sell |
1,189,761
-3,041
| -0.3% | -$215K | 8.49% | 1 |
|
|
2023
Q2 | $84.1M | Buy |
1,192,802
+2,005
| +0.2% | +$133K | 8.95% | 1 |
|
|
2023
Q1 | $76.1M | Buy |
1,190,797
+3,143
| +0.3% | +$192K | 9.07% | 1 |
|
|
2022
Q4 | $69.5M | Sell |
1,187,654
-40,915
| -3% | -$2.46M | 8.81% | 1 |
|
|
2022
Q3 | $71.1M | Buy |
1,228,569
+2,680
| +0.2% | +$174K | 10.66% | 1 |
|
|
2022
Q2 | $74M | Sell |
1,225,889
-18,014
| -1% | -$1.19M | 11.45% | 1 |
|
|
2022
Q1 | $95M | Sell |
1,243,903
-16,055
| -1% | -$1.21M | 13.8% | 1 |
|
|
2021
Q4 | $105M | Sell |
1,259,958
-71,233
| -5% | -$5.74M | 14.94% | 1 |
|
|
2021
Q3 | $98.4M | Sell |
1,331,191
-42,835
| -3% | -$3.27M | 15.3% | 1 |
|
|
2021
Q2 | $99.9M | Buy |
1,374,026
+11,278
| +0.8% | +$781K | 15.69% | 1 |
|
|
2021
Q1 | $88.7M | Sell |
1,362,748
-21,382
| -2% | -$1.38M | 15.06% | 1 |
|
|
2020
Q4 | $88.3M | Sell |
1,384,130
-24,838
| -2% | -$1.51M | 16.38% | 1 |
|
|
2020
Q3 | $81.4M | Sell |
1,408,968
-26,260
| -2% | -$1.49M | 17.06% | 1 |
|
|
2020
Q2 | $74.4M | Sell |
1,435,228
-235,792
| -14% | -$11.3M | 16.14% | 1 |
|
|
2020
Q1 | $69M | Buy |
1,671,020
+60,208
| +4% | +$2.85M | 17.74% | 1 |
|
|
2019
Q4 | $78M | Sell |
1,610,812
-79,020
| -5% | -$3.66M | 15.49% | 1 |
|
|
2019
Q3 | $76.1M | Sell |
1,689,832
-16,564
| -1% | -$749K | 15.55% | 1 |
|
|
2019
Q2 | $76.5M | Buy |
1,706,396
+24,092
| +1% | +$1.06M | 15.54% | 1 |
|
|
2019
Q1 | $72.5M | Buy |
1,682,304
+19,024
| +1% | +$779K | 14.93% | 1 |
|
|
2018
Q4 | $62.7M | Buy |
+1,663,280
| New | +$67.3M | 14.48% | 1 |
|
Other funds holding IVW
