SlateStone 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
Q4 | $2M | Buy |
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|
2025
Q3 | $1.94M | Hold |
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|
2025
Q2 | $1.76M | Buy |
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|
2025
Q1 | $1.48M | Buy |
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|
2024
Q4 | $1.58M | Sell |
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|
2024
Q3 | $1.55M | Sell |
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|
2024
Q2 | $1.52M | Buy |
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|
2024
Q1 | $1.04M | Sell |
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|
2023
Q4 | $943K | Buy |
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|
2023
Q3 | $279K | Hold |
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|
2023
Q2 | $288K | Buy |
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