Sigma Investment Counselors’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 | $1M | Sell |
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|
2025
Q2 | $926K | Sell |
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|
2025
Q1 | $855K | Sell |
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|
2024
Q4 | $946K | Hold |
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|
2024
Q3 | $892K | Buy |
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|
2024
Q2 | $853K | Sell |
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|
2024
Q1 | $850K | Hold |
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|
2023
Q4 | $756K | Hold |
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|
2023
Q3 | $689K | Hold |
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|
2023
Q2 | $710K | Sell |
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|
2023
Q1 | $694K | Hold |
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|
2022
Q4 | $636K | Buy |
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|
2022
Q3 | $544K | Hold |
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|
2022
Q2 | $568K | Sell |
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|
2022
Q1 | $734K | Buy |
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|
2021
Q4 | $643K | Sell |
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|
2021
Q3 | $579K | Sell |
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|
2021
Q2 | $581K | Buy |
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|
2021
Q1 | $513K | Hold |
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|
2020
Q4 | $503K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $571K | Hold |
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|
2020
Q1 | $454K | Hold |
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|
2019
Q4 | $533K | Sell |
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|
2019
Q3 | $513K | Sell |
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|
2019
Q2 | $545K | Hold |
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|
2019
Q1 | $524K | Hold |
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|
2018
Q4 | $458K | Hold |
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|
2018
Q3 | $538K | Sell |
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|
2018
Q2 | $498K | Hold |
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|
2018
Q1 | $475K | Sell |
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|
2017
Q4 | $479K | Hold |
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|
2017
Q3 | $450K | Sell |
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|
2017
Q2 | $450K | Sell |
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|
2017
Q1 | $433K | Buy |
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|
2016
Q4 | $389K | Hold |
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|
2016
Q3 | $389K | Sell |
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|
2016
Q2 | $405K | Hold |
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|
2016
Q1 | $403K | Buy |
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|
2015
Q4 | $370K | Sell |
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|
2015
Q3 | $389K | Hold |
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|
2015
Q2 | $411K | Sell |
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|
2015
Q1 | $499K | Hold |
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|
2014
Q4 | $488K | Hold |
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|
2014
Q3 | $468K | Sell |
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|
2014
Q2 | $479K | Sell |
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|
2014
Q1 | $505K | Hold |
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|
2013
Q4 | $499K | Sell |
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|
2013
Q3 | $476K | Hold |
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|
2013
Q2 | $447K | Buy |
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