Theory Financial’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 | $5.02M | Sell |
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|
2025
Q2 | $5.08M | Sell |
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|
2025
Q1 | $4.44M | Buy |
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|
2024
Q4 | $4.73M | Buy |
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|
2024
Q3 | $4.38M | Buy |
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|
2024
Q2 | $4.16M | Buy |
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|
2024
Q1 | $1.33M | Buy |
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|
2023
Q4 | $402K | Sell |
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|
2023
Q3 | $464K | Sell |
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|
2023
Q2 | $989K | Sell |
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|
2023
Q1 | $956K | Sell |
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|
2022
Q4 | $876K | Buy |
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|
2022
Q2 | $704K | Buy |
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