SYM Financial Corp’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 | $344K | Sell |
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|
2025
Q2 | $429K | Hold |
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|
2025
Q1 | $362K | Sell |
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|
2024
Q4 | $398K | Sell |
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|
2024
Q3 | $381K | Hold |
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|
2024
Q2 | $368K | Buy |
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|
2024
Q1 | $313K | Buy |
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|
2023
Q4 | $241K | Sell |
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|
2023
Q3 | $284K | Sell |
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|
2023
Q2 | $297K | Sell |
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|
2023
Q1 | $303K | Sell |
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|
2022
Q4 | $327K | Buy |
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|
2022
Q3 | $123K | Sell |
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|
2022
Q2 | $299K | Buy |
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|
2022
Q1 | $163K | Hold |
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|
2021
Q4 | $178K | Hold |
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|
2021
Q3 | $158K | Sell |
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|
2021
Q2 | $159K | Hold |
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|
2021
Q1 | $142K | Hold |
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|
2020
Q4 | $140K | Sell |
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|
2020
Q3 | $156K | Buy |
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|
2020
Q2 | $113K | Buy |
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|
2020
Q1 | $46K | Hold |
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|
2019
Q4 | $54K | Hold |
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|
2019
Q3 | $50K | Hold |
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|
2019
Q2 | $50K | Sell |
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|
2019
Q1 | $64K | Hold |
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|
2018
Q4 | $56K | Buy |
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|
2018
Q3 | $49K | Hold |
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|
2018
Q2 | $45K | Hold |
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|
2018
Q1 | $43K | Hold |
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|
2017
Q4 | $42K | Buy |
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