Sound View Wealth Advisors 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
Q2 | $1.53M | Buy |
|
|||||
|
2025
Q1 | $1.29M | Sell |
|
|||||
|
2024
Q4 | $1.41M | Buy |
|
|||||
|
2024
Q3 | $1.25M | Buy |
|
|||||
|
2024
Q2 | $1.06M | Hold |
|
|||||
|
2024
Q1 | $972K | Hold |
|
|||||
|
2023
Q4 | $864K | Sell |
|
|||||
|
2023
Q3 | $883K | Buy |
|
|||||
|
2023
Q2 | $811K | Buy |
|
|||||
|
2023
Q1 | $656K | Sell |
|
|||||
|
2022
Q4 | $864K | Buy |
|
|||||
|
2022
Q3 | $263K | Hold |
|
|||||
|
2022
Q2 | $274K | Sell |
|
|||||
|
2022
Q1 | $359K | Buy |
|
|||||
|
2021
Q4 | $385K | Sell |
|
|||||
|
2021
Q3 | $935K | Buy |
|