Trifecta Capital Advisors’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 | $26.6K | Hold |
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|
2025
Q2 | $24.2K | Hold |
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|
2025
Q1 | $20.4K | Sell |
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|
2024
Q4 | $22.5K | Sell |
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|
2024
Q3 | $51K | Hold |
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|
2024
Q2 | $49.3K | Sell |
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|
2024
Q1 | $71K | Sell |
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|
2023
Q4 | $100K | Buy |
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|
2023
Q3 | $57.7K | Hold |
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|
2023
Q2 | $59.4K | Hold |
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|
2023
Q1 | $53.9K | Hold |
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|
2022
Q4 | $49.3K | Buy |
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