Stegner Investment Associates’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 | $70M | Sell |
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|
2025
Q1 | $59.2M | Buy |
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|
2024
Q4 | $64.1M | Sell |
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|
2024
Q3 | $61.3M | Buy |
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|
2024
Q2 | $58.6M | Sell |
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|
2024
Q1 | $55.5M | Sell |
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|
2023
Q4 | $51.3M | Sell |
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|
2023
Q3 | $47.7M | Sell |
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|
2023
Q2 | $50.5M | Sell |
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|
2023
Q1 | $46.5M | Sell |
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|
2022
Q4 | $42.8M | Buy |
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|
2022
Q3 | $41M | Buy |
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|
2022
Q2 | $41.1M | Sell |
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|
2022
Q1 | $53.4M | Buy |
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|
2021
Q4 | $56.3M | Sell |
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|
2021
Q3 | $50.4M | Sell |
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|
2021
Q2 | $49.7M | Buy |
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|
2021
Q1 | $43.4M | Buy |
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|
2020
Q4 | $40.7M | Sell |
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|
2020
Q3 | $36.8M | Buy |
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