Shepherd Kaplan Krochuk’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
Q2 | $874K | Sell |
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|
2025
Q1 | $738K | Hold |
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|
2024
Q4 | $807K | Sell |
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|
2024
Q3 | $776K | Buy |
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|
2024
Q2 | $734K | Hold |
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|
2024
Q1 | $670K | Buy |
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|
2023
Q4 | $596K | Sell |
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|
2023
Q3 | $594K | Sell |
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|
2023
Q2 | $703K | Sell |
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|
2023
Q1 | $657K | Buy |
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|
2022
Q4 | $598K | Sell |
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|
2022
Q3 | $1.01M | Sell |
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|
2022
Q2 | $1.13M | Hold |
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|
2022
Q1 | $1.43M | Buy |
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|
2021
Q4 | $1.57M | Buy |
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|
2021
Q3 | $1.38M | Hold |
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|
2021
Q2 | $1.36M | Buy |
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|
2021
Q1 | $1.14M | Sell |
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|
2020
Q4 | $1.23M | Hold |
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|
2020
Q3 | $1.11M | Hold |
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|
2020
Q2 | $998K | Hold |
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|
2020
Q1 | $794K | Sell |
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|
2019
Q4 | $1.58M | Hold |
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|
2019
Q3 | $1.47M | Sell |
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|
2019
Q2 | $1.57M | Sell |
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|
2019
Q1 | $2.62M | Sell |
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|
2018
Q4 | $2.69M | Sell |
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|
2018
Q3 | $3.5M | Buy |
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|
2018
Q2 | $1.12M | Sell |
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|
2018
Q1 | $1.51M | Sell |
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|
2017
Q4 | $2.03M | Buy |
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