Sandbox Financial Partners’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
$1.62M Sell
2025
Q2
$1.51M Buy
2025
Q1
$1.27M Sell
2024
Q4
$1.4M Sell
2024
Q3
$1.33M Sell
2024
Q2
$1.29M Buy
2024
Q1
$1.17M Sell
2023
Q4
$1.06M Sell
2023
Q3
$976K Buy
2023
Q2
$989K Buy
2023
Q1
$883K Buy
2022
Q4
$804K Sell
2022
Q3
$929K Sell
2022
Q2
$1.1M Buy
2022
Q1
$1.34M Sell
2021
Q4
$1.48M Buy
2021
Q3
$1.28M Sell
2021
Q2
$1.64M Buy
2021
Q1
$1.49M Buy
2020
Q4
$1.4M Buy