TRUE Private Wealth 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
Q2 | $1.7M | Sell |
|
|||||
|
2025
Q1 | $1.8M | Sell |
|
|||||
|
2024
Q4 | $2.56M | Sell |
|
|||||
|
2024
Q3 | $4.67M | Buy |
|
|||||
|
2024
Q2 | $4.18M | Buy |
|
|||||
|
2024
Q1 | $3.02M | Buy |
|
|||||
|
2023
Q4 | $2.05M | Sell |
|
|||||
|
2023
Q3 | $1.9M | Buy |
|
|||||
|
2023
Q2 | $1.38M | Buy |
|
|||||
|
2023
Q1 | $822K | Sell |
|
|||||
|
2022
Q4 | $776K | Hold |
|
|||||
|
2022
Q3 | $767K | Hold |
|
|||||
|
2022
Q2 | $800K | Sell |
|
|||||
|
2022
Q1 | $936K | Sell |
|
|||||
|
2021
Q4 | $1.69M | Sell |
|
|||||
|
2021
Q3 | $2.01M | Buy |
|
|||||
|
2021
Q2 | $1.2M | Sell |
|
|||||
|
2021
Q1 | $1.08M | Sell |
|
|||||
|
2020
Q4 | $1.36M | Sell |
|
|||||
|
2020
Q3 | $1.41M | Sell |
|
|||||
|
2020
Q2 | $17.5M | Sell |
|
|||||
|
2020
Q1 | $14.2M | Sell |
|
|||||
|
2019
Q4 | $22.2M | Sell |
|
|||||
|
2019
Q3 | $20.6M | Sell |
|
|||||
|
2019
Q2 | $20.7M | Sell |
|
|||||
|
2019
Q1 | $20.6M | Sell |
|
|||||
|
2018
Q4 | $27.9M | Buy |
|
|||||
|
2018
Q3 | $27.1M | Buy |
|
|||||
|
2018
Q2 | $23.7M | Sell |
|
|||||
|
2018
Q1 | $23.3M | Buy |
|
|||||
|
2017
Q4 | $21.8M | Sell |
|
|||||
|
2017
Q3 | $21.8M | Sell |
|
|||||
|
2017
Q2 | $21.5M | Sell |
|
|||||
|
2017
Q1 | $29.5M | Buy |
|
|||||
|
2016
Q4 | $27.8M | Buy |
|
|||||
|
2016
Q3 | $13.5M | Buy |
|
|||||
|
2016
Q2 | $12.3M | Buy |
|
|||||
|
2016
Q1 | $9.28M | Sell |
|
|||||
|
2015
Q4 | $12.6M | Buy |
|