Tempus Wealth Planning’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 | $2.07M | Buy |
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|
2025
Q2 | $1.72M | Buy |
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|
2025
Q1 | $1.43M | Buy |
|
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|
2024
Q4 | $1.11M | Buy |
|
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|
2024
Q3 | $820K | Buy |
|
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|
2024
Q2 | $413K | Buy |
|
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|
2024
Q1 | – | Sell |
|
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|
2023
Q4 | $2.4M | Buy |
|
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|
2023
Q3 | – | Sell |
|
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|
2023
Q2 | $2.1M | Buy |
|
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|
2022
Q1 | – | Sell |
|
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|
2021
Q4 | $2.05M | Sell |
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|
2021
Q3 | $1.94M | Sell |
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|
2021
Q2 | $1.96M | Buy |
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|
2021
Q1 | $1.75M | Buy |
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