TruWealth 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 | $405K | Hold |
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|
2025
Q2 | $369K | Hold |
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|
2025
Q1 | $311K | Hold |
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|
2024
Q4 | $340K | Hold |
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|
2024
Q3 | $321K | Hold |
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|
2024
Q2 | $310K | Hold |
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|
2024
Q1 | $283K | Hold |
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|
2023
Q4 | $252K | Hold |
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|
2023
Q3 | $229K | Sell |
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|
2023
Q2 | $246K | Hold |
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|
2023
Q1 | $223K | Sell |
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|
2022
Q4 | $215K | Hold |
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|
2022
Q3 | $212K | Hold |
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|
2022
Q2 | $222K | Sell |
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|
2022
Q1 | $299K | Sell |
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|
2021
Q4 | $330K | Hold |
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|
2021
Q3 | $291K | Hold |
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|
2021
Q2 | $287K | Buy |
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|
2021
Q1 | $235K | Sell |
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|
2020
Q4 | $241K | Buy |
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