United Capital Financial 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 | $121M | Sell |
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|
2025
Q1 | $114M | Sell |
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|
2024
Q4 | $129M | Sell |
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|
2024
Q3 | $129M | Sell |
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|
2024
Q2 | $137M | Buy |
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|
2024
Q1 | $88.1M | Buy |
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|
2023
Q4 | $44M | Buy |
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|
2023
Q3 | $28.7M | Sell |
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|
2023
Q2 | $35.7M | Sell |
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|
2023
Q1 | $34.1M | Sell |
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|
2022
Q4 | $33.4M | Sell |
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|
2022
Q3 | $35.9M | Sell |
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|
2022
Q2 | $39.4M | Sell |
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|
2022
Q1 | $51.4M | Sell |
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|
2021
Q4 | $58.3M | Sell |
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|
2021
Q3 | $57.8M | Sell |
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|
2021
Q2 | $59.3M | Sell |
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|
2021
Q1 | $55.3M | Sell |
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|
2020
Q4 | $57.2M | Sell |
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|
2020
Q3 | $54.5M | Sell |
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|
2020
Q2 | $50M | Sell |
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|
2020
Q1 | $39.8M | Sell |
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|
2019
Q4 | $51M | Sell |
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|
2019
Q3 | $48.9M | Sell |
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|
2019
Q2 | $50.6M | Sell |
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|
2019
Q1 | $49.5M | Sell |
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|
2018
Q4 | $58M | Buy |
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|
2018
Q3 | $67.4M | Buy |
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|
2018
Q2 | $57.2M | Buy |
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|
2018
Q1 | $53.9M | Sell |
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|
2017
Q4 | $56.2M | Sell |
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|
2017
Q3 | $54.8M | Buy |
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|
2017
Q2 | $52.1M | Buy |
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|
2017
Q1 | $47.6M | Buy |
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|
2016
Q4 | $43.3M | Sell |
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|
2016
Q3 | $72.4M | Buy |
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|
2016
Q2 | $67.1M | Buy |
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|
2016
Q1 | $46.1M | Sell |
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|
2015
Q4 | $68.3M | Buy |
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|
2015
Q3 | $46.3M | Sell |
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|
2015
Q2 | $55M | Buy |
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|
2015
Q1 | $50.3M | Sell |
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|
2014
Q4 | $50.7M | Sell |
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|
2014
Q3 | $78.9M | Sell |
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|
2014
Q2 | $87.8M | Sell |
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|
2014
Q1 | $87.1M | Buy |
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|
2013
Q4 | $277K | Sell |
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|
2013
Q3 | $70.8M | Buy |
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|
2013
Q2 | $61.9M | Buy |
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