Schechter Investment 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
Q1 | $2.24M | Buy |
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|
2024
Q4 | $2.38M | Hold |
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|
2024
Q3 | $2.24M | Hold |
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|
2024
Q2 | $2.17M | Sell |
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|
2024
Q1 | $2.37M | Sell |
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|
2023
Q4 | $2.11M | Sell |
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|
2023
Q3 | $1.93M | Buy |
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|
2023
Q2 | $1.85M | Sell |
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|
2023
Q1 | $1.69M | Hold |
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|
2022
Q4 | $1.54M | Hold |
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|
2022
Q3 | $1.53M | Sell |
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|
2022
Q2 | $1.6M | Hold |
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|
2022
Q1 | $2.03M | Hold |
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|
2021
Q4 | $2.23M | Buy |
|