Summit Financial 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
Q3 | $993K | Hold |
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|
2025
Q2 | $902K | Buy |
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|
2025
Q1 | $702K | Hold |
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|
2024
Q4 | $782K | Hold |
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|
2024
Q3 | $724K | Sell |
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|
2024
Q2 | $704K | Hold |
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|
2024
Q1 | $642K | Sell |
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|
2023
Q4 | $580K | Hold |
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|
2023
Q3 | $540K | Hold |
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|
2023
Q2 | $544K | Hold |
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|
2023
Q1 | $493K | Sell |
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|
2022
Q4 | $913K | Buy |
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|
2022
Q3 | $485K | Hold |
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|
2022
Q2 | $525K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $681K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $520K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $460K | Buy |
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|
2020
Q2 | $439K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $270K | Hold |
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|
2017
Q1 | $259K | Hold |
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|
2016
Q4 | $240K | Hold |
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|
2016
Q3 | $240K | Hold |
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|
2016
Q2 | $230K | Hold |
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|
2016
Q1 | $229K | Hold |
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|
2015
Q4 | $228K | Buy |
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