Spire Wealth Management’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 | $22.2M | Sell |
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|
2025
Q1 | $19.1M | Buy |
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|
2024
Q4 | $20.7M | Buy |
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|
2024
Q3 | $19M | Buy |
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|
2024
Q2 | $18.2M | Sell |
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|
2024
Q1 | $19M | Buy |
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|
2023
Q4 | $15.6M | Buy |
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|
2023
Q3 | $12.7M | Buy |
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|
2023
Q2 | $11.5M | Buy |
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|
2023
Q1 | $10.2M | Buy |
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|
2022
Q4 | $4.25M | Sell |
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|
2022
Q3 | $5.53M | Sell |
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|
2022
Q2 | $12.5M | Sell |
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|
2022
Q1 | $24.4M | Buy |
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|
2021
Q4 | $22.3M | Buy |
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|
2021
Q3 | $14.4M | Sell |
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|
2021
Q2 | $14.8M | Sell |
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|
2021
Q1 | $18M | Buy |
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