Summit X LLC’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 | – | Sell |
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|
2025
Q2 | $1.2M | Buy |
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|
2025
Q1 | $1M | Sell |
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|
2024
Q4 | $1.13M | Sell |
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|
2024
Q3 | $1.05M | Sell |
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|
2024
Q2 | $1.17M | Buy |
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|
2024
Q1 | $819K | Buy |
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|
2023
Q4 | $705K | Sell |
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|
2023
Q3 | $672K | Sell |
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|
2023
Q2 | $706K | Buy |
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|
2023
Q1 | $480K | Buy |
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|
2022
Q4 | $452K | Sell |
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|
2022
Q3 | $436K | Buy |
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|
2022
Q2 | $450K | Sell |
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|
2022
Q1 | $578K | Sell |
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|
2021
Q4 | $677K | Sell |
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|
2021
Q3 | $636K | Sell |
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|
2021
Q2 | $630K | Buy |
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|
2021
Q1 | $505K | Sell |
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|
2020
Q4 | $591K | Buy |
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|
2020
Q3 | $8.09K | Buy |
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|
2020
Q2 | $419K | Sell |
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|
2020
Q1 | $349K | Sell |
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|
2019
Q4 | $429K | Sell |
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|
2019
Q3 | $407K | Sell |
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|
2019
Q2 | $427K | Buy |
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|
2019
Q1 | $405K | Sell |
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|
2018
Q4 | $2.33M | Buy |
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|
2018
Q3 | $2.71M | Buy |
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|
2018
Q2 | $2.36M | Buy |
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|
2018
Q1 | $1.91M | Buy |
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|
2017
Q4 | $1.69M | Buy |
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|
2017
Q3 | $1.37M | Buy |
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|
2017
Q2 | $718K | Buy |
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