Smith, Moore & Co’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 | $365K | Buy |
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|
2025
Q2 | $323K | Hold |
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|
2025
Q1 | $273K | Buy |
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|
2024
Q4 | $271K | Hold |
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|
2024
Q3 | $255K | Hold |
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|
2024
Q2 | $247K | Hold |
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|
2024
Q1 | $225K | Sell |
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|
2023
Q4 | $208K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $458K | Buy |
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|
2017
Q2 | $408K | Buy |
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|
2017
Q1 | $325K | Buy |
|