Sand Hill Global 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
Q3 | $212K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $231K | Hold |
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|
2021
Q3 | $204K | Sell |
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|
2021
Q2 | $210K | Sell |
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|
2021
Q1 | $215K | Sell |
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|
2020
Q4 | $263K | Sell |
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|
2020
Q3 | $248K | Hold |
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|
2020
Q2 | $223K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $208K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $252K | Sell |
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|
2017
Q2 | $252K | Sell |
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|
2017
Q1 | $284K | Sell |
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|
2016
Q4 | $515K | Hold |
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|
2016
Q3 | $514K | Hold |
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|
2016
Q2 | $493K | Sell |
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|
2016
Q1 | $600K | Hold |
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|
2015
Q4 | $600K | Hold |
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|
2015
Q3 | $559K | Sell |
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|
2015
Q2 | $624K | Hold |
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|
2015
Q1 | $625K | Sell |
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|
2014
Q4 | $651K | Sell |
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|
2014
Q3 | $642K | Sell |
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|
2014
Q2 | $656K | Hold |
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|
2014
Q1 | $623K | Sell |
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|
2013
Q4 | $669K | Hold |
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|
2013
Q3 | $605K | Sell |
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|
2013
Q2 | $598K | Buy |
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