Sax Wealth 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 | $2.06M | Sell |
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|
2025
Q2 | $1.98M | Buy |
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|
2025
Q1 | $690K | Buy |
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|
2024
Q4 | $588K | Buy |
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|
2024
Q3 | $554K | Buy |
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|
2024
Q2 | $535K | Buy |
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|
2024
Q1 | $488K | Buy |
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|
2023
Q4 | $433K | Buy |
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|
2023
Q3 | $393K | Hold |
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|
2023
Q2 | $405K | Buy |
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|
2023
Q1 | $337K | Buy |
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|
2022
Q4 | $308K | Buy |
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|
2022
Q3 | $296K | Buy |
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|
2022
Q2 | $309K | Buy |
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|
2022
Q1 | $390K | Buy |
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|
2021
Q4 | $427K | Sell |
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|
2021
Q3 | $721K | Hold |
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|
2021
Q2 | $709K | Buy |
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|
2021
Q1 | $634K | Hold |
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|
2020
Q4 | $622K | Buy |
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