SIA
Schechter Investment Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.24M | Buy |
24,088
+673
| +3% | +$62.5K | 0.18% | 109 |
|
|
2024
Q4 | $2.38M | Hold |
23,415
| – | – | 0.18% | 109 |
|
|
2024
Q3 | $2.24M | Hold |
23,415
| – | – | 0.17% | 117 |
|
|
2024
Q2 | $2.17M | Sell |
23,415
-4,600
| -16% | -$426K | 0.16% | 110 |
|
|
2024
Q1 | $2.37M | Sell |
28,015
-123
| -0.4% | -$10.4K | 0.18% | 106 |
|
|
2023
Q4 | $2.11M | Sell |
28,138
-63
| -0.2% | -$4.73K | 0.18% | 107 |
|
|
2023
Q3 | $1.93M | Buy |
28,201
+1,941
| +7% | +$133K | 0.19% | 105 |
|
|
2023
Q2 | $1.85M | Sell |
26,260
-132
| -0.5% | -$9.3K | 0.17% | 121 |
|
|
2023
Q1 | $1.69M | Hold |
26,392
| – | – | 0.16% | 141 |
|
|
2022
Q4 | $1.54M | Hold |
26,392
| – | – | 0.14% | 173 |
|
|
2022
Q3 | $1.53M | Sell |
26,392
-197
| -0.7% | -$11.4K | 0.15% | 154 |
|
|
2022
Q2 | $1.61M | Hold |
26,589
| – | – | 0.16% | 134 |
|
|
2022
Q1 | $2.03M | Hold |
26,589
| – | – | 0.19% | 102 |
|
|
2021
Q4 | $2.23M | Buy |
+26,589
| New | +$2.23M | 0.2% | 96 |
|