SEIA
Signature Estate & Investment Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.76M | Buy |
79,607
+5,027
| +7% | +$553K | 0.2% | 59 |
|
|
2025
Q1 | $6.92M | Sell |
74,580
-501
| -0.7% | -$46.5K | 0.18% | 65 |
|
|
2024
Q4 | $7.62M | Buy |
75,081
+1,889
| +3% | +$192K | 0.19% | 56 |
|
|
2024
Q3 | $7.01M | Buy |
73,192
+10,119
| +16% | +$969K | 0.16% | 57 |
|
|
2024
Q2 | $5.84M | Buy |
63,073
+358
| +0.6% | +$33.1K | 0.15% | 61 |
|
|
2024
Q1 | $5.3M | Buy |
62,715
+2,991
| +5% | +$253K | 0.15% | 50 |
|
|
2023
Q4 | $4.49M | Sell |
59,724
-1,516
| -2% | -$114K | 0.13% | 59 |
|
|
2023
Q3 | $4.19M | Sell |
61,240
-5,352
| -8% | -$366K | 0.14% | 53 |
|
|
2023
Q2 | $4.69M | Sell |
66,592
-336
| -0.5% | -$23.7K | 0.16% | 51 |
|
|
2023
Q1 | $4.28M | Buy |
66,928
+5,025
| +8% | +$321K | 0.15% | 53 |
|
|
2022
Q4 | $3.62M | Buy |
61,903
+1,909
| +3% | +$112K | 0.13% | 65 |
|
|
2022
Q3 | $3.47M | Sell |
59,994
-1,475
| -2% | -$85.3K | 0.16% | 53 |
|
|
2022
Q2 | $3.71M | Sell |
61,469
-356
| -0.6% | -$21.5K | 0.19% | 51 |
|
|
2022
Q1 | $4.72M | Sell |
61,825
-4,309
| -7% | -$329K | 0.22% | 48 |
|
|
2021
Q4 | $5.53M | Sell |
66,134
-3,731
| -5% | -$312K | 0.25% | 43 |
|
|
2021
Q3 | $5.16M | Sell |
69,865
-4,738
| -6% | -$350K | 0.25% | 44 |
|
|
2021
Q2 | $5.43M | Sell |
74,603
-3,338
| -4% | -$243K | 0.24% | 46 |
|
|
2021
Q1 | $5.08M | Buy |
77,941
+764
| +1% | +$49.7K | 0.25% | 48 |
|
|
2020
Q4 | $4.93M | Buy |
77,177
+56,571
| +275% | +$3.61M | 0.27% | 47 |
|
|
2020
Q3 | $4.76M | Sell |
20,606
-2,740
| -12% | -$633K | 0.3% | 46 |
|
|
2020
Q2 | $4.84M | Sell |
23,346
-2,475
| -10% | -$514K | 0.34% | 44 |
|
|
2020
Q1 | $4.26M | Sell |
25,821
-685
| -3% | -$113K | 0.34% | 47 |
|
|
2019
Q4 | $5.13M | Sell |
26,506
-985
| -4% | -$191K | 0.31% | 52 |
|
|
2019
Q3 | $4.95M | Sell |
27,491
-3,217
| -10% | -$579K | 0.33% | 50 |
|
|
2019
Q2 | $5.5M | Buy |
30,708
+2,653
| +9% | +$476K | 0.36% | 44 |
|
|
2019
Q1 | $4.84M | Sell |
28,055
-1,727
| -6% | -$298K | 0.33% | 47 |
|
|
2018
Q4 | $4.49M | Buy |
29,782
+568
| +2% | +$85.6K | 0.4% | 44 |
|
|
2018
Q3 | $5.18M | Buy |
29,214
+2,727
| +10% | +$483K | 0.47% | 38 |
|
|
2018
Q2 | $4.31M | Sell |
26,487
-4,257
| -14% | -$692K | 0.41% | 41 |
|
|
2018
Q1 | $4.77M | Sell |
30,744
-1,067
| -3% | -$165K | 0.48% | 38 |
|
|
2017
Q4 | $4.86M | Sell |
31,811
-113
| -0.4% | -$17.3K | 0.5% | 42 |
|
|
2017
Q3 | $4.58M | Buy |
31,924
+468
| +1% | +$67.1K | 0.51% | 38 |
|
|
2017
Q2 | $4.31M | Buy |
31,456
+109
| +0.3% | +$14.9K | 0.51% | 40 |
|
|
2017
Q1 | $4.12M | Sell |
31,347
-1,774
| -5% | -$233K | 0.52% | 39 |
|
|
2016
Q4 | $4.03M | Sell |
33,121
-3,491
| -10% | -$425K | 0.56% | 42 |
|
|
2016
Q3 | $4.45M | Sell |
36,612
-2,513
| -6% | -$306K | 0.65% | 40 |
|
|
2016
Q2 | $4.56M | Sell |
39,125
-786
| -2% | -$91.6K | 0.73% | 36 |
|
|
2016
Q1 | $4.63M | Buy |
39,911
+2,491
| +7% | +$289K | 0.76% | 38 |
|
|
2015
Q4 | $4.33M | Sell |
37,420
-40,398
| -52% | -$4.68M | 0.75% | 40 |
|
|
2015
Q3 | $8.39M | Buy |
77,818
+9,772
| +14% | +$1.05M | 1.75% | 28 |
|
|
2015
Q2 | $7.75M | Buy |
68,046
+2,566
| +4% | +$292K | 1.73% | 30 |
|
|
2015
Q1 | $7.46M | Sell |
65,480
-379
| -0.6% | -$43.2K | 1.97% | 27 |
|
|
2014
Q4 | $7.35M | Buy |
65,859
+4,792
| +8% | +$535K | 2.44% | 20 |
|
|
2014
Q3 | $6.52M | Buy |
61,067
+6,252
| +11% | +$668K | 2.33% | 19 |
|
|
2014
Q2 | $5.77M | Buy |
54,815
+2,717
| +5% | +$286K | 2.03% | 24 |
|
|
2014
Q1 | $5.2M | Sell |
52,098
-5,706
| -10% | -$570K | 2.04% | 22 |
|
|
2013
Q4 | $5.71M | Buy |
57,804
+4,926
| +9% | +$486K | 2.82% | 8 |
|
|
2013
Q3 | $4.73M | Buy |
52,878
+7,597
| +17% | +$679K | 2.72% | 8 |
|
|
2013
Q2 | $3.8M | Buy |
+45,281
| New | +$3.8M | 2.74% | 8 |
|