ShoreHaven Wealth Partners’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 | $27.6M | Sell |
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|
2025
Q1 | $24.1M | Buy |
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|
2024
Q4 | $24.5M | Sell |
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|
2024
Q3 | $23.3M | Sell |
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|
2024
Q2 | $22.7M | Buy |
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|
2024
Q1 | $19.7M | Sell |
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|
2023
Q4 | $19.2M | Buy |
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|
2023
Q3 | $17.3M | Buy |
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|
2023
Q2 | $15.1M | Buy |
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|
2023
Q1 | $12.1M | Sell |
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|
2022
Q4 | $13.5M | Buy |
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|
2022
Q3 | $12.9M | Buy |
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|
2022
Q2 | $13.1M | Sell |
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|
2022
Q1 | $17.8M | Sell |
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|
2021
Q4 | $28M | Sell |
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|
2021
Q3 | $24.8M | Sell |
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|
2021
Q2 | $25.5M | Buy |
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|
2021
Q1 | $22M | Buy |
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|
2020
Q4 | $21.3M | Buy |
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