Venturi Wealth 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 | $3.75M | Buy |
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|
2025
Q2 | $3.05M | Sell |
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|
2025
Q1 | $2.61M | Sell |
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|
2024
Q4 | $2.93M | Sell |
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|
2024
Q3 | $3.36M | Sell |
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|
2024
Q2 | $3.35M | Buy |
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|
2024
Q1 | $2.04M | Buy |
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|
2023
Q4 | $781K | Sell |
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|
2023
Q3 | $719K | Buy |
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|
2023
Q2 | $21.8K | Buy |
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|
2023
Q1 | $12.1K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $227K | Hold |
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|
2020
Q4 | $222K | Sell |
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|
2020
Q3 | $284K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $543K | Buy |
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|
2018
Q3 | $539K | Hold |
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|
2018
Q2 | $522K | Buy |
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|
2018
Q1 | $311K | Sell |
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|
2017
Q4 | $316K | Sell |
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|
2017
Q3 | $569K | Buy |
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|
2017
Q2 | $462K | Sell |
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|
2017
Q1 | $515K | Buy |
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