Summit Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.68M | Sell |
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|
2023
Q4 | $1.55M | Hold |
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|
2023
Q3 | $1.41M | Hold |
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|
2023
Q2 | $1.45M | Sell |
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|
2023
Q1 | $1.32M | Sell |
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|
2022
Q4 | $1.21M | Sell |
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|
2022
Q3 | $1.2M | Sell |
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|
2022
Q2 | $1.26M | Sell |
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|
2022
Q1 | $1.6M | Sell |
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|
2021
Q4 | $1.77M | Hold |
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|
2021
Q3 | $1.56M | Sell |
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|
2021
Q2 | $1.55M | Sell |
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|
2021
Q1 | $1.44M | Sell |
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|
2020
Q4 | $1.65M | Hold |
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|
2020
Q3 | $1.49M | Sell |
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|
2020
Q2 | $1.37M | Hold |
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|
2020
Q1 | $1.09M | Sell |
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|
2019
Q4 | $1.3M | Sell |
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|
2019
Q3 | $1.23M | Sell |
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|
2019
Q2 | $1.35M | Buy |
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