Stockman Wealth Management’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 | $1.29M | Buy |
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2025
Q2 | $1.17M | Sell |
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2025
Q1 | $989K | Sell |
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2024
Q4 | $1.08M | Buy |
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2024
Q3 | $1M | Hold |
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2024
Q2 | $971K | Buy |
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2024
Q1 | $884K | Hold |
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2023
Q4 | $786K | Hold |
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2023
Q3 | $716K | Sell |
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2023
Q2 | $738K | Hold |
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2023
Q1 | $669K | Hold |
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2022
Q4 | $613K | Hold |
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2022
Q3 | $606K | Hold |
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2022
Q2 | $632K | Sell |
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2022
Q1 | $808K | Hold |
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2021
Q4 | $885K | Hold |
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2021
Q3 | $782K | Hold |
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2021
Q2 | $769K | Hold |
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2021
Q1 | $689K | Buy |
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2020
Q4 | $639K | Hold |
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2020
Q3 | $579K | Hold |
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2020
Q2 | $520K | Hold |
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2020
Q1 | $413K | Hold |
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2019
Q4 | $485K | Hold |
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2019
Q3 | $451K | Hold |
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2019
Q2 | $449K | Hold |
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2019
Q1 | $432K | Hold |
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2018
Q4 | $377K | Buy |
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2018
Q3 | $425K | Hold |
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2018
Q2 | $390K | Hold |
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2018
Q1 | $372K | Hold |
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2017
Q4 | $367K | Hold |
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2017
Q3 | $344K | Buy |
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