Total Clarity 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 | $908K | Sell |
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|
2025
Q2 | $855K | Sell |
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|
2025
Q1 | $806K | Hold |
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|
2024
Q4 | $806K | Hold |
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|
2024
Q3 | $760K | Sell |
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|
2024
Q2 | $782K | Buy |
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|
2024
Q1 | $713K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $219K | Sell |
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|
2022
Q4 | $206K | Buy |
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|
2022
Q3 | $202K | Sell |
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|
2022
Q2 | $213K | Sell |
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|
2022
Q1 | $273K | Sell |
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|
2021
Q4 | $316K | Buy |
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|
2021
Q3 | $264K | Sell |
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|
2021
Q2 | $268K | Hold |
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|
2021
Q1 | $240K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $104K | Buy |
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