Valley Wealth Managers’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 | $5M | Sell |
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|
2025
Q2 | $4.7M | Sell |
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|
2025
Q1 | $4.03M | Sell |
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|
2024
Q4 | $4.63M | Sell |
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|
2024
Q3 | $4.72M | Sell |
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|
2024
Q2 | $4.65M | Sell |
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|
2024
Q1 | $4.39M | Sell |
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|
2023
Q4 | $4.01M | Sell |
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|
2023
Q3 | $3.69M | Sell |
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|
2023
Q2 | $3.91M | Sell |
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|
2023
Q1 | $3.64M | Sell |
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|
2022
Q4 | $3.4M | Buy |
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|
2022
Q3 | $3.1M | Buy |
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|
2022
Q2 | $2.67M | Sell |
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|
2022
Q1 | $3.86M | Sell |
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|
2021
Q4 | $4.3M | Sell |
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|
2021
Q3 | $3.8M | Sell |
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|
2021
Q2 | $3.76M | Buy |
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|
2021
Q1 | $2.92M | Buy |
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|
2020
Q4 | $2.74M | Buy |
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|
2020
Q3 | $1.88M | Buy |
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|
2020
Q2 | $1.55M | Buy |
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|
2020
Q1 | $770K | Buy |
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|
2019
Q4 | $746K | Sell |
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|
2019
Q3 | $700K | Buy |
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|
2019
Q2 | $623K | Buy |
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|
2019
Q1 | $452K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $251K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $389K | Sell |
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|
2016
Q4 | $427K | Buy |
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|
2016
Q3 | $359K | Buy |
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|
2016
Q2 | $321K | Buy |
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|
2016
Q1 | $314K | Sell |
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|
2015
Q4 | $321K | Hold |
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|
2015
Q3 | $299K | Sell |
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|
2015
Q2 | $690K | Sell |
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|
2015
Q1 | $696K | Buy |
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|
2014
Q4 | $654K | Buy |
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|
2014
Q3 | $585K | Hold |
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|
2014
Q2 | $576K | Hold |
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|
2014
Q1 | $547K | Buy |
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|
2013
Q4 | $539K | Buy |
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|
2013
Q3 | $487K | Buy |
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|
2013
Q2 | $413K | Buy |
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