Strategic Wealth Partners’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 | $187K | Sell |
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|
2025
Q2 | $250K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $2.92M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $3.67K | Sell |
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|
2019
Q2 | $64K | Sell |
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|
2019
Q1 | $121K | Sell |
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|
2018
Q4 | $116K | Sell |
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|
2018
Q3 | $130K | Sell |
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|
2018
Q2 | $736K | Buy |
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|
2018
Q1 | $67K | Sell |
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|
2017
Q4 | $84K | Buy |
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