Soltis Investment Advisors’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
Q2 | $6.74M | Sell |
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|
2025
Q1 | $5.87M | Buy |
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|
2024
Q4 | $5.9M | Buy |
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|
2024
Q3 | $5.35M | Buy |
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|
2024
Q2 | $4.72M | Buy |
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|
2024
Q1 | $3.92M | Buy |
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|
2023
Q4 | $3.26M | Buy |
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|
2023
Q3 | $2.68M | Buy |
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|
2023
Q2 | $2.63M | Buy |
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|
2023
Q1 | $2.37M | Sell |
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|
2022
Q4 | $15M | Buy |
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|
2022
Q3 | $3.08M | Buy |
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|
2022
Q2 | $3.07M | Sell |
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|
2022
Q1 | $5.11M | Sell |
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|
2021
Q4 | $5.87M | Sell |
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|
2021
Q3 | $5.38M | Buy |
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|
2021
Q2 | $5.24M | Buy |
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|
2021
Q1 | $3.31M | Buy |
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|
2020
Q4 | $1.83M | Buy |
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|
2020
Q3 | $1.57M | Buy |
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|
2020
Q2 | $586K | Buy |
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