Visionary Wealth Advisors’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 | $518K | Sell |
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|
2025
Q1 | $443K | Sell |
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|
2024
Q4 | $509K | Buy |
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|
2024
Q3 | $478K | Buy |
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|
2024
Q2 | $444K | Sell |
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|
2024
Q1 | $416K | Buy |
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|
2023
Q4 | $365K | Sell |
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|
2023
Q3 | $348K | Sell |
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|
2023
Q2 | $358K | Buy |
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|
2023
Q1 | $324K | Buy |
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|
2022
Q4 | $290K | Sell |
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|
2022
Q3 | $312K | Sell |
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|
2022
Q2 | $9.39M | Buy |
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|
2022
Q1 | $10.8M | Buy |
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|
2021
Q4 | $11.2M | Sell |
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|
2021
Q3 | $9.92M | Sell |
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|
2021
Q2 | $9.86M | Buy |
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|
2021
Q1 | $6.3M | Buy |
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|
2020
Q4 | $5.69M | Buy |
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|
2020
Q3 | $620K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $225K | Sell |
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|
2019
Q4 | $1.11M | Buy |
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