Waldron Private Wealth’s iShares S&P 500 Growth ETF IVW Stock Holding History

Waldron Private Wealth’s Portfolio IVW Stock Details IVW Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$237K	Buy
2022 Q2	–	Sell
2022 Q1	$263K	Hold
2021 Q4	$288K	Hold
2021 Q3	$254K	Hold
2021 Q2	$250K	Hold
2021 Q1	$224K	Hold
2020 Q4	$220K	Buy