Truepoint Inc’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 | $3.43M | Buy |
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|
2025
Q2 | $2.08M | Sell |
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|
2025
Q1 | $3.16M | Sell |
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|
2024
Q4 | $4M | Sell |
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|
2024
Q3 | $3.78M | Sell |
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|
2024
Q2 | $3.7M | Hold |
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|
2024
Q1 | $3.37M | Sell |
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|
2023
Q4 | $3.01M | Sell |
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|
2023
Q3 | $2.94M | Buy |
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|
2023
Q2 | $3.03M | Buy |
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|
2023
Q1 | $2.75M | Buy |
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|
2022
Q4 | $2.3M | Buy |
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|
2022
Q3 | $682K | Hold |
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|
2022
Q2 | $711K | Sell |
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|
2022
Q1 | $905K | Hold |
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|
2021
Q4 | $991K | Hold |
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|
2021
Q3 | $876K | Hold |
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|
2021
Q2 | $862K | Buy |
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|
2021
Q1 | $771K | Sell |
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|
2020
Q4 | $772K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $681K | Sell |
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|
2019
Q3 | $652K | Buy |
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|
2019
Q2 | $581K | Hold |
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|
2019
Q1 | $559K | Hold |
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|
2018
Q4 | $489K | Sell |
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|
2018
Q3 | $699K | Sell |
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|
2018
Q2 | $694K | Buy |
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|
2018
Q1 | $4.39K | Sell |
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|
2017
Q4 | $671K | Sell |
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|
2017
Q3 | $999K | Sell |
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|
2017
Q2 | $1M | Buy |
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|
2017
Q1 | $934K | Sell |
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|
2016
Q4 | $907K | Buy |
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|
2016
Q3 | $668K | Buy |
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|
2016
Q2 | $510K | Sell |
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|
2016
Q1 | $522K | Buy |
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|
2015
Q4 | $368K | Sell |
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|
2015
Q3 | $384K | Sell |
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|
2015
Q2 | $470K | Sell |
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|
2015
Q1 | $530K | Sell |
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|
2014
Q4 | $660K | Buy |
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|
2014
Q3 | $601K | Buy |
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