St. Clair 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
Q3 | $6.04M | Buy |
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|
2025
Q2 | $5.51M | Sell |
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|
2025
Q1 | $4.72M | Sell |
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|
2024
Q4 | $5.17M | Buy |
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|
2024
Q3 | $4.88M | Sell |
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|
2024
Q2 | $5.06M | Buy |
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|
2024
Q1 | $4.62M | Buy |
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|
2023
Q4 | $4.11M | Sell |
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|
2023
Q3 | $3.96M | Sell |
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|
2023
Q2 | $4.16M | Buy |
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|
2023
Q1 | $3.77M | Buy |
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|
2022
Q4 | $3.45M | Buy |
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|
2022
Q3 | $3.41M | Hold |
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|
2022
Q2 | $3.56M | Buy |
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|
2022
Q1 | $4.38M | Buy |
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|
2021
Q4 | $4.74M | Sell |
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|
2021
Q3 | $4.45M | Buy |
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|
2021
Q2 | $1.61M | Hold |
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|
2021
Q1 | $1.44M | Hold |
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|
2020
Q4 | $1.41M | Buy |
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