Summit Financial Strategies’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 | $1.43M | Sell |
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|
2025
Q1 | $1.24M | Hold |
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|
2024
Q4 | $1.36M | Hold |
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|
2024
Q3 | $1.28M | Hold |
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|
2024
Q2 | $1.24M | Hold |
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|
2024
Q1 | $1.13M | Sell |
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|
2023
Q4 | $1.01M | Hold |
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|
2023
Q3 | $917K | Hold |
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|
2023
Q2 | $945K | Hold |
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|
2023
Q1 | $856K | Buy |
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|
2022
Q4 | $358K | Sell |
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|
2022
Q3 | $661K | Buy |
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|
2022
Q2 | $292K | Buy |
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|
2022
Q1 | $315K | Buy |
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|
2021
Q4 | $243K | Buy |
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