Stokes Family Office’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 | $29.7M | Sell |
|
|||||
|
2025
Q1 | $27M | Sell |
|
|||||
|
2024
Q4 | $31.3M | Sell |
|
|||||
|
2024
Q3 | $31.4M | Sell |
|
|||||
|
2024
Q2 | $31.8M | Buy |
|
|||||
|
2024
Q1 | $18.2M | Buy |
|
|||||
|
2023
Q4 | $7.3M | Sell |
|
|||||
|
2023
Q3 | $8.14M | Buy |
|
|||||
|
2023
Q2 | $1.78M | Buy |
|
|||||
|
2023
Q1 | $555K | Buy |
|
|||||
|
2022
Q4 | $413K | Sell |
|
|||||
|
2022
Q3 | $529K | Sell |
|
|||||
|
2022
Q2 | $902K | Buy |
|
|||||
|
2022
Q1 | $712K | Buy |
|
|||||
|
2021
Q4 | $280K | Buy |
|
|||||
|
2021
Q3 | $219K | Hold |
|
|||||
|
2021
Q2 | $215K | Sell |
|
|||||
|
2021
Q1 | $283K | Buy |
|