Segment Wealth Management’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 | $615K | Sell |
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|
2025
Q2 | $597K | Hold |
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|
2025
Q1 | $504K | Buy |
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|
2024
Q4 | $530K | Hold |
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|
2024
Q3 | $500K | Hold |
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|
2024
Q2 | $483K | Buy |
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|
2024
Q1 | $413K | Buy |
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|
2023
Q4 | $318K | Hold |
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|
2023
Q3 | $290K | Hold |
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|
2023
Q2 | $298K | Hold |
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|
2023
Q1 | $270K | Hold |
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|
2022
Q4 | $248K | Hold |
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|
2022
Q3 | $245K | Hold |
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|
2022
Q2 | $255K | Hold |
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|
2022
Q1 | $323K | Hold |
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|
2021
Q4 | $354K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $222K | Buy |
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