Tradition 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
Q2 | $7.43M | Sell |
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|
2025
Q1 | $7.46M | Buy |
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|
2024
Q4 | $8M | Sell |
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|
2024
Q3 | $7.85M | Buy |
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|
2024
Q2 | $7.56M | Buy |
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|
2024
Q1 | $4.52M | Buy |
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|
2023
Q4 | $1.94M | Buy |
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|
2023
Q3 | $1.74M | Buy |
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|
2023
Q2 | $605K | Sell |
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|
2023
Q1 | $586K | Sell |
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|
2022
Q4 | $560K | Sell |
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|
2022
Q3 | $560K | Sell |
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|
2022
Q2 | $632K | Sell |
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|
2022
Q1 | $840K | Buy |
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|
2021
Q4 | $920K | Buy |
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|
2021
Q3 | $713K | Hold |
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|
2021
Q2 | $701K | Sell |
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|
2021
Q1 | $650K | Sell |
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|
2020
Q4 | $652K | Buy |
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