Trilogy Capital’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 | $502K | Sell |
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|
2025
Q2 | $493K | Sell |
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2025
Q1 | $424K | Sell |
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|
2024
Q4 | $476K | Sell |
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|
2024
Q3 | $456K | Sell |
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|
2024
Q2 | $746K | Buy |
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|
2024
Q1 | $530K | Buy |
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|
2023
Q4 | $351K | Sell |
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|
2023
Q3 | $321K | Hold |
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|
2023
Q2 | $335K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $3.82M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $9K | Hold |
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|
2018
Q2 | $8K | Buy |
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