Sterling Financial Planning’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 | $17.9M | Sell |
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|
2025
Q2 | $17.1M | Buy |
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|
2025
Q1 | $14.3M | Buy |
|
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|
2024
Q4 | $15.6M | Sell |
|
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|
2024
Q3 | $14.9M | Sell |
|
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|
2024
Q2 | $14.6M | Sell |
|
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|
2024
Q1 | $13.9M | Sell |
|
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|
2023
Q4 | $13M | Sell |
|
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|
2023
Q3 | $11.9M | Sell |
|
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|
2023
Q2 | $12.3M | Buy |
|
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|
2023
Q1 | $10.1M | Buy |
|
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|
2022
Q4 | $8.41M | Buy |
|
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|
2022
Q3 | $8.04M | Buy |
|
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|
2022
Q2 | $7.92M | Buy |
|
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|
2022
Q1 | $9.71M | Buy |
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|
2021
Q4 | $10.3M | Sell |
|
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|
2021
Q3 | $9.22M | Buy |
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|
2021
Q2 | $9.06M | Buy |
|
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|
2021
Q1 | $7.88M | Buy |
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|
2020
Q4 | $7.6M | Buy |
|