Stiles Financial Services’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 | $399K | Hold |
|
|||||
|
2025
Q2 | $364K | Hold |
|
|||||
|
2025
Q1 | $307K | Hold |
|
|||||
|
2024
Q4 | $336K | Hold |
|
|||||
|
2024
Q3 | $316K | Hold |
|
|||||
|
2024
Q2 | $306K | Hold |
|
|||||
|
2024
Q1 | $279K | Hold |
|
|||||
|
2023
Q4 | $248K | Hold |
|
|||||
|
2023
Q3 | $226K | Hold |
|
|||||
|
2023
Q2 | $233K | Hold |
|
|||||
|
2023
Q1 | $211K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $212K | Hold |
|
|||||
|
2022
Q1 | $268K | Hold |
|
|||||
|
2021
Q4 | $293K | Buy |
|