Vishria Bird Financial Group’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 | $479K | Hold |
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|
2025
Q2 | $436K | Hold |
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|
2025
Q1 | $368K | Hold |
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|
2024
Q4 | $402K | Hold |
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|
2024
Q3 | $380K | Hold |
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|
2024
Q2 | $367K | Hold |
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|
2024
Q1 | $335K | Hold |
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|
2023
Q4 | $298K | Hold |
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|
2023
Q3 | $271K | Hold |
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|
2023
Q2 | $279K | Hold |
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|
2023
Q1 | $253K | Sell |
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|
2022
Q4 | $247K | Hold |
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|
2022
Q3 | $244K | Hold |
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|
2022
Q2 | $254K | Sell |
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|
2022
Q1 | $449K | Hold |
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|
2021
Q4 | $492K | Hold |
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|
2021
Q3 | $435K | Hold |
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|
2021
Q2 | $428K | Hold |
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|
2021
Q1 | $383K | Sell |
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|
2020
Q4 | $390K | Hold |
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|
2020
Q3 | $353K | Hold |
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|
2020
Q2 | $317K | Hold |
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|
2020
Q1 | $252K | Hold |
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|
2019
Q4 | $296K | Hold |
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|
2019
Q3 | $275K | Hold |
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|
2019
Q2 | $274K | Hold |
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|
2019
Q1 | $264K | Hold |
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|
2018
Q4 | $230K | Hold |
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|
2018
Q3 | $271K | Hold |
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|
2018
Q2 | $249K | Buy |
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