Valmark Advisers’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 | $69.6M | Sell |
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|
2025
Q1 | $63.2M | Sell |
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|
2024
Q4 | $70.6M | Sell |
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|
2024
Q3 | $68.9M | Sell |
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|
2024
Q2 | $68.1M | Sell |
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|
2024
Q1 | $68.9M | Sell |
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|
2023
Q4 | $62.3M | Sell |
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|
2023
Q3 | $59.4M | Sell |
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|
2023
Q2 | $61.6M | Sell |
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|
2023
Q1 | $58.2M | Sell |
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|
2022
Q4 | $53.4M | Sell |
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|
2022
Q3 | $53.4M | Sell |
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|
2022
Q2 | $56.5M | Sell |
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|
2022
Q1 | $72.6M | Sell |
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|
2021
Q4 | $80.8M | Sell |
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|
2021
Q3 | $73.4M | Sell |
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|
2021
Q2 | $73.5M | Sell |
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|
2021
Q1 | $74.5M | Sell |
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|
2020
Q4 | $75.6M | Sell |
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|
2020
Q3 | $73M | Sell |
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|
2020
Q2 | $69.6M | Sell |
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|
2020
Q1 | $57.3M | Sell |
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|
2019
Q4 | $73.7M | Sell |
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|
2019
Q3 | $73.4M | Sell |
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|
2019
Q2 | $74.3M | Sell |
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|
2019
Q1 | $72.6M | Sell |
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|
2018
Q4 | $69.6M | Sell |
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|
2018
Q3 | $85M | Sell |
|
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|
2018
Q2 | $80.2M | Sell |
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|
2018
Q1 | $208M | Sell |
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|
2017
Q4 | $338M | Sell |
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|
2017
Q3 | $476M | Sell |
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|
2017
Q2 | $459M | Sell |
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|
2017
Q1 | $449M | Buy |
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|
2016
Q4 | $406M | Sell |
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|
2016
Q3 | $413M | Sell |
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|
2016
Q2 | $411M | Sell |
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|
2016
Q1 | $416M | Buy |
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|
2015
Q4 | $408M | Sell |
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|
2015
Q3 | $444M | Sell |
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|
2015
Q2 | $468M | Buy |
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|
2015
Q1 | $464M | Sell |
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|
2014
Q4 | $456M | Sell |
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|
2014
Q3 | $452M | Sell |
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|
2014
Q2 | $446M | Buy |
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|
2014
Q1 | $413M | Buy |
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|
2013
Q4 | $388M | Buy |
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|
2013
Q3 | $335M | Buy |
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|
2013
Q2 | $289M | Buy |
|