Summit Investment Advisory Services’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 | $8.46M | Sell |
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|
2025
Q2 | $7.75M | Buy |
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|
2025
Q1 | $6.46M | Sell |
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|
2024
Q4 | $7.48M | Sell |
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|
2024
Q3 | $7.1M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $7.48M | Sell |
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|
2023
Q4 | $6.85M | Sell |
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|
2023
Q3 | $6.45M | Sell |
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|
2023
Q2 | $6.71M | Sell |
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|
2023
Q1 | $6.13M | Sell |
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|
2022
Q4 | $5.7M | Buy |
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