Sterling Investment Counsel’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 | $35.5M | Buy |
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|
2025
Q2 | $19.3M | Sell |
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|
2025
Q1 | $27.5M | Buy |
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|
2024
Q4 | $17.3M | Sell |
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|
2024
Q3 | $27.7M | Buy |
|
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|
2024
Q2 | $26.7M | Sell |
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|
2024
Q1 | $26.1M | Buy |
|
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|
2023
Q4 | $22.8M | Sell |
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|
2023
Q3 | $22.7M | Buy |
|
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|
2023
Q2 | $23.2M | Sell |
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|
2023
Q1 | $21M | Sell |
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|
2022
Q4 | $19.8M | Sell |
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|
2022
Q3 | $19.7M | Buy |
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|
2022
Q2 | $20.1M | Buy |
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|
2022
Q1 | $23.4M | Buy |
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|
2021
Q4 | $14.1M | Buy |
|