SNS Financial Group’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 | $866K | Hold |
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|
2025
Q2 | $790K | Hold |
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|
2025
Q1 | $666K | Buy |
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|
2024
Q4 | $453K | Hold |
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|
2024
Q3 | $427K | Sell |
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|
2024
Q2 | $554K | Hold |
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|
2024
Q1 | $505K | Sell |
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|
2023
Q4 | $467K | Hold |
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|
2023
Q3 | $427K | Buy |
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|
2023
Q2 | $423K | Buy |
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|
2023
Q1 | $336K | Sell |
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|
2022
Q4 | $337K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $437K | Sell |
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|
2021
Q3 | $416K | Sell |
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|
2021
Q2 | $414K | Hold |
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|
2021
Q1 | $371K | Hold |
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|
2020
Q4 | $364K | Hold |
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|
2020
Q3 | $329K | Buy |
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|
2020
Q2 | $261K | Hold |
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|
2020
Q1 | $208K | Sell |
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|
2019
Q4 | $338K | Sell |
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|
2019
Q3 | $377K | Hold |
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|
2019
Q2 | $376K | Buy |
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|
2019
Q1 | $361K | Sell |
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|
2018
Q4 | $329K | Buy |
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|
2018
Q3 | $356K | Buy |
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|
2018
Q2 | $327K | Buy |
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|
2018
Q1 | $234K | Sell |
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|
2017
Q4 | $366K | Buy |
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|
2017
Q3 | $226K | Sell |
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|
2017
Q2 | $234K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $596K | Buy |
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|
2016
Q3 | $462K | Hold |
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|
2016
Q2 | $442K | Sell |
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|
2016
Q1 | $1.47M | Sell |
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|
2015
Q4 | $1.52M | Buy |
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|
2015
Q3 | $1.37M | Sell |
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|
2015
Q2 | $1.58M | Sell |
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|
2015
Q1 | $1.59M | Buy |
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|
2014
Q4 | $1.48M | Buy |
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|
2014
Q3 | $1.33M | Buy |
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|
2014
Q2 | $1.27M | Buy |
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|
2014
Q1 | $399K | Sell |
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|
2013
Q4 | $1.08M | Buy |
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|
2013
Q3 | $635K | Buy |
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|
2013
Q2 | $522K | Buy |
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