Summit Trail 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 | $2.22M | Sell |
|
|||||
|
2025
Q2 | $2.03M | Buy |
|
|||||
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $291K | Hold |
|
|||||
|
2024
Q2 | $281K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $1.45M | Sell |
|
|||||
|
2021
Q3 | $1.88M | Sell |
|
|||||
|
2021
Q2 | $2.15M | Sell |
|
|||||
|
2021
Q1 | $2.64M | Sell |
|
|||||
|
2020
Q4 | $2.71M | Sell |
|
|||||
|
2020
Q3 | $2.56M | Buy |
|
|||||
|
2020
Q2 | $1.67M | Hold |
|
|||||
|
2020
Q1 | $1.33M | Buy |
|