Twelve Points Wealth Management’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 | $238K | Sell |
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|
2025
Q2 | $255K | Hold |
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|
2025
Q1 | $215K | Hold |
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|
2024
Q4 | $236K | Sell |
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|
2024
Q3 | $227K | Sell |
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|
2024
Q2 | $228K | Buy |
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|
2024
Q1 | $201K | Sell |
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|
2023
Q4 | $225K | Sell |
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|
2023
Q3 | $212K | Buy |
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|
2023
Q2 | $202K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $214K | Hold |
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|
2021
Q4 | $235K | Buy |
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