Strata Wealth Advisors’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
Q4 | $210K | Sell |
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|
2025
Q3 | $206K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $555K | Sell |
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|
2024
Q3 | $542K | Sell |
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|
2024
Q2 | $533K | Sell |
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|
2024
Q1 | $486K | Sell |
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|
2023
Q4 | $477K | Sell |
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|
2023
Q3 | $455K | Buy |
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|
2023
Q1 | $427K | Sell |
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|
2022
Q4 | $477K | Buy |
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