SFMG 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 | $581K | Buy |
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|
2025
Q2 | $522K | Buy |
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|
2025
Q1 | $417K | Hold |
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|
2024
Q4 | $456K | Sell |
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|
2024
Q3 | $433K | Sell |
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|
2024
Q2 | $431K | Hold |
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|
2024
Q1 | $394K | Sell |
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|
2023
Q4 | $354K | Buy |
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|
2023
Q3 | $307K | Hold |
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|
2023
Q2 | $317K | Hold |
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|
2023
Q1 | $287K | Hold |
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|
2022
Q4 | $263K | Hold |
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|
2022
Q3 | $256K | Hold |
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|
2022
Q2 | $271K | Sell |
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|
2022
Q1 | $627K | Sell |
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|
2021
Q4 | $729K | Hold |
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|
2021
Q3 | $644K | Hold |
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|
2021
Q2 | $634K | Hold |
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|
2021
Q1 | $567K | Sell |
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|
2020
Q4 | $793K | Sell |
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|
2020
Q3 | $800K | Hold |
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|
2020
Q2 | $718K | Sell |
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|
2020
Q1 | $660K | Sell |
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|
2019
Q4 | $822K | Hold |
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|
2019
Q3 | $765K | Hold |
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|
2019
Q2 | $786K | Hold |
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|
2019
Q1 | $732K | Hold |
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|
2018
Q4 | $640K | Hold |
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|
2018
Q3 | $693K | Hold |
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|
2018
Q2 | $691K | Hold |
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|
2018
Q1 | $659K | Hold |
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|
2017
Q4 | $649K | Hold |
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|
2017
Q3 | $609K | Hold |
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|
2017
Q2 | $581K | Hold |
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|
2017
Q1 | $559K | Hold |
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|
2016
Q4 | $517K | Hold |
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|
2016
Q3 | $517K | Hold |
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|
2016
Q2 | $495K | Sell |
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|
2016
Q1 | $521K | Sell |
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|
2015
Q4 | $631K | Buy |
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|
2015
Q3 | $587K | Sell |
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|
2015
Q2 | $621K | Sell |
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|
2015
Q1 | $1.52M | Buy |
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|
2014
Q4 | $609K | Buy |
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|
2014
Q3 | $583K | Hold |
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|
2014
Q2 | $574K | Buy |
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|
2014
Q1 | $545K | Sell |
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|
2013
Q4 | $569K | Buy |
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|
2013
Q3 | $485K | Buy |
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|
2013
Q2 | $456K | Buy |
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