SkyOak Wealth’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 | $757K | Hold |
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|
2025
Q2 | $691K | Sell |
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|
2025
Q1 | $598K | Sell |
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|
2024
Q4 | $654K | Sell |
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|
2024
Q3 | $631K | Sell |
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|
2024
Q2 | $621K | Buy |
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|
2024
Q1 | $259K | Hold |
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|
2023
Q4 | $230K | Hold |
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|
2023
Q3 | $210K | Buy |
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|
2023
Q2 | $213K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $232K | Hold |
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|
2021
Q4 | $254K | Sell |
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|
2021
Q3 | $225K | Buy |
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|
2021
Q2 | $217K | Buy |
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|
2021
Q1 | $204K | Buy |
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