Strategies 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
Q2 | $2.47M | Sell |
|
|||||
|
2025
Q1 | $2.26M | Sell |
|
|||||
|
2024
Q4 | $2.61M | Sell |
|
|||||
|
2024
Q3 | $2.69M | Sell |
|
|||||
|
2024
Q2 | $2.73M | Buy |
|
|||||
|
2024
Q1 | $2.43M | Sell |
|
|||||
|
2023
Q4 | $2.35M | Buy |
|
|||||
|
2023
Q3 | $2.14M | Sell |
|
|||||
|
2023
Q2 | $2.29M | Sell |
|
|||||
|
2023
Q1 | $2.1M | Buy |
|
|||||
|
2022
Q4 | $1.6M | Buy |
|
|||||
|
2022
Q2 | $1.36M | Sell |
|
|||||
|
2022
Q1 | $1.75M | Sell |
|
|||||
|
2021
Q4 | $2.1M | Buy |
|