Strategic Equity 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
Q2
$565K Sell
2025
Q1
$11.3M Buy
2024
Q4
$11.7M Buy
2024
Q3
$10.5M Buy
2024
Q2
$8.21M Buy
2024
Q1
$6.16M Buy
2023
Q4
$5.41M Sell
2023
Q3
$23.2M Sell
2023
Q2
$39M Buy
2023
Q1
$639K Buy
2022
Q4
$431K Buy
2022
Q2
Sell
2022
Q1
$248K Sell
2021
Q4
$1.44M Buy
2021
Q3
$335K Buy
2021
Q2
$203K Buy