Shelton 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 | $319K | Buy |
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|
2025
Q2 | $291K | Sell |
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|
2025
Q1 | $278K | Buy |
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|
2024
Q4 | $304K | Buy |
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|
2024
Q3 | $287K | Buy |
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|
2024
Q2 | $277K | Sell |
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|
2024
Q1 | $264K | Sell |
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|
2023
Q4 | $275K | Buy |
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|
2023
Q3 | $250K | Sell |
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|
2023
Q2 | $280K | Buy |
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|
2023
Q1 | $254K | Buy |
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|
2022
Q4 | $224K | Buy |
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|
2022
Q3 | $222K | Buy |
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|
2022
Q2 | $231K | Buy |
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|
2022
Q1 | $286K | Buy |
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|
2021
Q4 | $308K | Buy |
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