Thrive Wealth Management’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 | $1.19M | Sell |
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|
2025
Q2 | $1.09M | Sell |
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|
2025
Q1 | $935K | Sell |
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|
2024
Q4 | $1.02M | Buy |
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|
2024
Q3 | $842K | Buy |
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|
2024
Q2 | $814K | Buy |
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|
2024
Q1 | $741K | Buy |
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|
2023
Q4 | $599K | Sell |
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|
2023
Q3 | $547K | Sell |
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|
2023
Q2 | $563K | Buy |
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|
2023
Q1 | $504K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $202K | Buy |
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