Ullmann Wealth Partners Group’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 | $2.12M | Sell |
|
|||||
|
2025
Q2 | $1.95M | Buy |
|
|||||
|
2025
Q1 | $998K | Hold |
|
|||||
|
2024
Q4 | $1.09M | Hold |
|
|||||
|
2024
Q3 | $1.03M | Buy |
|
|||||
|
2024
Q2 | $405K | Hold |
|
|||||
|
2024
Q1 | $370K | Hold |
|
|||||
|
2023
Q4 | $329K | Hold |
|
|||||
|
2023
Q3 | $299K | Hold |
|
|||||
|
2023
Q2 | $308K | Hold |
|
|||||
|
2023
Q1 | $280K | Hold |
|
|||||
|
2022
Q4 | $256K | Hold |
|
|||||
|
2022
Q3 | $253K | Hold |
|
|||||
|
2022
Q2 | $264K | Hold |
|
|||||
|
2022
Q1 | $334K | Buy |
|
|||||
|
2021
Q4 | $353K | Hold |
|
|||||
|
2021
Q3 | $312K | Hold |
|
|||||
|
2021
Q2 | $307K | Hold |
|
|||||
|
2021
Q1 | $275K | Hold |
|
|||||
|
2020
Q4 | $269K | Hold |
|
|||||
|
2020
Q3 | $244K | Hold |
|
|||||
|
2020
Q2 | $219K | Buy |
|
|||||
|
2018
Q3 | – | Sell |
|
|||||
|
2018
Q2 | $209K | Sell |
|
|||||
|
2018
Q1 | $201K | Hold |
|
|||||
|
2017
Q4 | $203K | Buy |
|
|||||
|
2017
Q3 | – | Sell |
|
|||||
|
2017
Q2 | $211K | Hold |
|
|||||
|
2017
Q1 | $203K | Buy |
|