SevenBridge Financial Group’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 | $263K | Hold |
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|
2025
Q2 | $246K | Hold |
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|
2025
Q1 | $214K | Sell |
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|
2024
Q4 | $245K | Buy |
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|
2024
Q3 | $215K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $224K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $24K | Hold |
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|
2019
Q1 | $23K | Hold |
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|
2018
Q4 | $20K | Hold |
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|
2018
Q3 | $24K | Hold |
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|
2018
Q2 | $22K | Hold |
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|
2018
Q1 | $21K | Sell |
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|
2017
Q4 | $33K | Buy |
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