Stone Summit Wealth’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 | $520K | Sell |
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|
2025
Q2 | $490K | Sell |
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|
2025
Q1 | $416K | Sell |
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|
2024
Q4 | $459K | Sell |
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|
2024
Q3 | $433K | Sell |
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|
2024
Q2 | $425K | Sell |
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|
2024
Q1 | $397K | Sell |
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|
2023
Q4 | $365K | Buy |
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|
2023
Q3 | $319K | Buy |
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|
2023
Q2 | $312K | Sell |
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|
2023
Q1 | $289K | Hold |
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|
2022
Q4 | $265K | Sell |
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|
2022
Q3 | $276K | Sell |
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|
2022
Q2 | $295K | Sell |
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|
2022
Q1 | $379K | Buy |
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