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 | 
         | 
    |||||
| 
        
          
      
        2022
         Q1  | $165K | Hold | 
         | 
    |||||
| 
        
          
      
        2021
         Q4  | $181K | Hold | 
         | 
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| 
        
          
      
        2021
         Q3  | $160K | Hold | 
         | 
    |||||
| 
        
          
      
        2021
         Q2  | $157K | Sell | 
         | 
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| 
        
          
      
        2021
         Q1  | $156K | Hold | 
         | 
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| 
        
          
      
        2020
         Q4  | $153K | Hold | 
         | 
    |||||
| 
        
          
      
        2020
         Q3  | $138K | Hold | 
         | 
    |||||
| 
        
          
      
        2020
         Q2  | $124K | Sell | 
         | 
    |||||
| 
        
          
      
        2020
         Q1  | $181K | Hold | 
         | 
    |||||
| 
        
          
      
        2019
         Q4  | $213K | Hold | 
         | 
    |||||
| 
        
          
      
        2019
         Q3  | $198K | Hold | 
         | 
    |||||
| 
        
          
      
        2019
         Q2  | $197K | Hold | 
         | 
    |||||
| 
        
          
      
        2019
         Q1  | $189K | Hold | 
         | 
    |||||
| 
        
          
      
        2018
         Q4  | $166K | Hold | 
         | 
    |||||
| 
        
          
      
        2018
         Q3  | $195K | Hold | 
         | 
    |||||
| 
        
          
      
        2018
         Q2  | $179K | Hold | 
         | 
    |||||
| 
        
          
      
        2018
         Q1  | $170K | Hold | 
         | 
    |||||
| 
        
          
      
        2017
         Q4  | $168K | Buy | 
         |