Van Hulzen Asset Management’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 | $835K | Sell |
|
|||||
|
2025
Q2 | $807K | Buy |
|
|||||
|
2025
Q1 | $642K | Sell |
|
|||||
|
2024
Q4 | $740K | Sell |
|
|||||
|
2024
Q3 | $719K | Buy |
|
|||||
|
2024
Q2 | $671K | Buy |
|
|||||
|
2024
Q1 | $587K | Hold |
|
|||||
|
2023
Q4 | $522K | Sell |
|
|||||
|
2023
Q3 | $492K | Sell |
|
|||||
|
2023
Q2 | $509K | Sell |
|
|||||
|
2023
Q1 | $463K | Sell |
|
|||||
|
2022
Q4 | $436K | Sell |
|
|||||
|
2022
Q3 | $469K | Buy |
|
|||||
|
2022
Q2 | $490K | Sell |
|
|||||
|
2022
Q1 | $620K | Hold |
|
|||||
|
2021
Q4 | $679K | Hold |
|
|||||
|
2021
Q3 | $600K | Buy |
|
|||||
|
2021
Q2 | $580K | Hold |
|
|||||
|
2021
Q1 | $519K | Buy |
|
|||||
|
2020
Q4 | $484K | Sell |
|
|||||
|
2020
Q3 | $521K | Sell |
|
|||||
|
2020
Q2 | $477K | Sell |
|
|||||
|
2020
Q1 | $426K | Sell |
|
|||||
|
2019
Q4 | $628K | Buy |
|
|||||
|
2019
Q3 | $564K | Hold |
|
|||||
|
2019
Q2 | $562K | Buy |
|
|||||
|
2019
Q1 | $405K | Hold |
|
|||||
|
2018
Q4 | $354K | Buy |
|
|||||
|
2018
Q3 | $401K | Hold |
|
|||||
|
2018
Q2 | $368K | Sell |
|
|||||
|
2018
Q1 | $359K | Sell |
|
|||||
|
2017
Q4 | $363K | Buy |
|
|||||
|
2017
Q3 | $339K | Buy |
|