Valley National Advisers’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 775 |
|
|
2025
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 773 |
|
|
2024
Q4 | $1K | Hold |
18
| – | – | ﹤0.01% | 733 |
|
|
2024
Q3 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 701 |
|
|
2023
Q4 | – | Sell |
-10
| Closed | -$1K | – | 1232 |
|
|
2023
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 948 |
|
|
2023
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 893 |
|
|
2023
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 820 |
|
|
2022
Q4 | $0 | Hold |
10
| – | – | ﹤0.01% | 912 |
|
|
2022
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 846 |
|
|
2022
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 828 |
|
|
2022
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 848 |
|
|
2021
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 853 |
|
|
2021
Q3 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 823 |
|