Tortoise Investment 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
Q2 | $629K | Buy |
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|
2025
Q1 | $530K | Buy |
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|
2024
Q4 | $580K | Buy |
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|
2024
Q3 | $546K | Buy |
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|
2024
Q2 | $291K | Hold |
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|
2024
Q1 | $265K | Hold |
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|
2023
Q4 | $236K | Sell |
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|
2023
Q3 | $221K | Buy |
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|
2023
Q2 | $216K | Hold |
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|
2023
Q1 | $196K | Hold |
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|
2022
Q4 | $179K | Hold |
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|
2022
Q3 | $177K | Hold |
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|
2022
Q2 | $185K | Hold |
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|
2022
Q1 | $234K | Sell |
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|
2021
Q4 | $270K | Sell |
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|
2021
Q3 | $245K | Hold |
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|
2021
Q2 | $241K | Sell |
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|
2021
Q1 | $235K | Hold |
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|
2020
Q4 | $230K | Sell |
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|
2020
Q3 | $214K | Hold |
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|
2020
Q2 | $192K | Hold |
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|
2020
Q1 | $153K | Hold |
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|
2019
Q4 | $180K | Hold |
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|
2019
Q3 | $167K | Sell |
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|
2019
Q2 | $238K | Hold |
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|
2019
Q1 | $229K | Sell |
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|
2018
Q4 | $203K | Hold |
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|
2018
Q3 | $239K | Hold |
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|
2018
Q2 | $219K | Buy |
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|
2018
Q1 | $203K | Hold |
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|
2017
Q4 | $200K | Buy |
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|
2017
Q3 | $99K | Hold |
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|
2017
Q2 | $94K | Hold |
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|
2017
Q1 | $91K | Hold |
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|
2016
Q4 | $84K | Hold |
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|
2016
Q3 | $84K | Buy |
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|
2016
Q2 | $34K | Hold |
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|
2016
Q1 | $34K | Hold |
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|
2015
Q4 | $34K | Hold |
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|
2015
Q3 | $31K | Buy |
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|
2015
Q2 | $31K | Buy |
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|
2015
Q1 | $14K | Hold |
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|
2014
Q4 | $13K | Hold |
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|
2014
Q3 | $13K | Hold |
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|
2014
Q2 | $13K | Hold |
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|
2014
Q1 | $12K | Hold |
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|
2013
Q4 | $12K | Hold |
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|
2013
Q3 | $11K | Hold |
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|
2013
Q2 | $10K | Buy |
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