Samalin Investment Counsel’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 | $395K | Sell |
|
|||||
|
2025
Q2 | $373K | Buy |
|
|||||
|
2025
Q1 | $302K | Buy |
|
|||||
|
2024
Q4 | $330K | Buy |
|
|||||
|
2024
Q3 | $310K | Buy |
|
|||||
|
2024
Q2 | $297K | Sell |
|
|||||
|
2024
Q1 | $487K | Buy |
|
|||||
|
2023
Q4 | $433K | Buy |
|
|||||
|
2023
Q3 | $392K | Hold |
|
|||||
|
2023
Q2 | $404K | Sell |
|
|||||
|
2023
Q1 | $374K | Sell |
|
|||||
|
2022
Q4 | $362K | Buy |
|
|||||
|
2022
Q3 | $274K | Sell |
|
|||||
|
2022
Q2 | $309K | Buy |
|
|||||
|
2022
Q1 | $372K | Sell |
|
|||||
|
2021
Q4 | $541K | Sell |
|
|||||
|
2021
Q3 | $701K | Sell |
|
|||||
|
2021
Q2 | $726K | Buy |
|
|||||
|
2021
Q1 | $485K | Buy |
|
|||||
|
2020
Q4 | $399K | Buy |
|
|||||
|
2020
Q3 | $313K | Sell |
|
|||||
|
2020
Q2 | $332K | Sell |
|
|||||
|
2020
Q1 | $328K | Sell |
|
|||||
|
2019
Q4 | $431K | Buy |
|