US 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
Q1 | $381K | Hold |
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|
2024
Q4 | $417K | Buy |
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|
2024
Q3 | $393K | Buy |
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|
2024
Q2 | $380K | Sell |
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|
2024
Q1 | $349K | Sell |
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|
2023
Q4 | $337K | Sell |
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|
2023
Q3 | $315K | Hold |
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|
2023
Q2 | $324K | Sell |
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|
2023
Q1 | $317K | Sell |
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|
2022
Q4 | $297K | Sell |
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|
2022
Q3 | $506K | Sell |
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|
2022
Q2 | $568K | Buy |
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|
2022
Q1 | $713K | Sell |
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|
2021
Q4 | $1.01M | Buy |
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|
2021
Q3 | $887K | Sell |
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|
2021
Q2 | $1.01M | Sell |
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|
2021
Q1 | $2.04M | Sell |
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|
2020
Q4 | $7.7M | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $80K | Hold |
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|
2015
Q4 | $80K | Buy |
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|
2015
Q3 | $39K | Buy |
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|
2015
Q2 | $32K | Hold |
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|
2015
Q1 | $32K | Hold |
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|
2014
Q4 | $32K | Buy |
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