Sawyer & Company’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 | $66K | Hold |
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|
2025
Q2 | $66K | Hold |
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|
2025
Q1 | $56K | Hold |
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|
2024
Q4 | $61K | Hold |
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|
2024
Q3 | $57K | Hold |
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|
2024
Q2 | $56K | Hold |
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|
2024
Q1 | $50.7K | Hold |
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|
2023
Q4 | $45K | Hold |
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|
2023
Q3 | $41K | Hold |
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|
2023
Q2 | $42K | Sell |
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|
2023
Q1 | $79K | Hold |
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|
2022
Q4 | $72K | Sell |
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|
2022
Q3 | $125K | Hold |
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|
2022
Q2 | $130K | Hold |
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|
2022
Q1 | $165K | Hold |
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|
2021
Q4 | $181K | Hold |
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|
2021
Q3 | $160K | Hold |
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|
2021
Q2 | $157K | Sell |
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|
2021
Q1 | $156K | Hold |
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|
2020
Q4 | $153K | Hold |
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|
2020
Q3 | $138K | Hold |
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|
2020
Q2 | $124K | Sell |
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|
2020
Q1 | $181K | Hold |
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|
2019
Q4 | $213K | Hold |
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|
2019
Q3 | $198K | Hold |
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|
2019
Q2 | $197K | Hold |
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|
2019
Q1 | $189K | Hold |
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|
2018
Q4 | $166K | Hold |
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|
2018
Q3 | $195K | Hold |
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|
2018
Q2 | $179K | Hold |
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|
2018
Q1 | $170K | Hold |
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|
2017
Q4 | $168K | Buy |
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