Stratos 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
Q2 | $32.1M | Buy |
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|
2025
Q1 | $26.8M | Sell |
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|
2024
Q4 | $29.6M | Buy |
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|
2024
Q3 | $27.1M | Buy |
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|
2024
Q2 | $17.1M | Buy |
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|
2024
Q1 | $15M | Buy |
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|
2023
Q4 | $13.2M | Buy |
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|
2023
Q3 | $10.9M | Buy |
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|
2023
Q2 | $8.71M | Buy |
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|
2023
Q1 | $7.08M | Sell |
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|
2022
Q4 | $6.78M | Sell |
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|
2022
Q3 | $6.83M | Buy |
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|
2022
Q2 | $6.99M | Sell |
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|
2022
Q1 | $8.88M | Sell |
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|
2021
Q4 | $12.3M | Buy |
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|
2021
Q3 | $7.24M | Buy |
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|
2021
Q2 | $6.71M | Buy |
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|
2021
Q1 | $5.55M | Buy |
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|
2020
Q4 | $4.68M | Sell |
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|
2020
Q3 | $4.34M | Buy |
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|
2020
Q2 | $3.72M | Buy |
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|
2020
Q1 | $2.81M | Buy |
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|
2019
Q4 | $2.86M | Buy |
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|
2019
Q3 | $2.5M | Buy |
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|
2019
Q2 | $2.46M | Sell |
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|
2019
Q1 | $2.47M | Sell |
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|
2018
Q4 | $3.48M | Sell |
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|
2018
Q3 | $4.95M | Buy |
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|
2018
Q2 | $3.39M | Buy |
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|
2018
Q1 | $3M | Sell |
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|
2017
Q4 | $11.2M | Sell |
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|
2017
Q3 | $12M | Sell |
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|
2017
Q2 | $13M | Buy |
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|
2017
Q1 | $12.5M | Buy |
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|
2016
Q4 | $10.5M | Buy |
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|
2016
Q3 | $287K | Buy |
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|
2016
Q2 | $241K | Sell |
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|
2016
Q1 | $338K | Sell |
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|
2015
Q4 | $397K | Sell |
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|
2015
Q3 | $608K | Buy |
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|
2015
Q2 | $309K | Sell |
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|
2015
Q1 | $403K | Sell |
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|
2014
Q4 | $567K | Buy |
|