Waverly 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 | $49.7M | Buy |
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|
2025
Q1 | $37.9M | Buy |
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|
2024
Q4 | $37.4M | Buy |
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|
2024
Q3 | $31.5M | Buy |
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|
2024
Q2 | $30.2M | Buy |
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|
2024
Q1 | $2.59M | Buy |
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|
2023
Q4 | $1.28M | Buy |
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|
2023
Q3 | $1.16M | Sell |
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|
2023
Q2 | $1.21M | Buy |
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|
2023
Q1 | $818K | Buy |
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|
2022
Q4 | $745K | Buy |
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|
2022
Q3 | $668K | Sell |
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|
2022
Q2 | $2.13M | Buy |
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|
2022
Q1 | $639K | Sell |
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|
2021
Q4 | $981K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $302K | Buy |
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|
2020
Q1 | $217K | Buy |
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|
2019
Q4 | $271K | Sell |
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|
2019
Q3 | $251K | Buy |
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|
2019
Q2 | $250K | Buy |
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|
2019
Q1 | $240K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $1.01M | Buy |
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|
2018
Q2 | $923K | Hold |
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|
2018
Q1 | $881K | Hold |
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|
2017
Q4 | $867K | Buy |
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|
2017
Q3 | $785K | Buy |
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|
2017
Q2 | $749K | Buy |
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|
2017
Q1 | $625K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $32K | Hold |
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|
2015
Q2 | $34K | Buy |
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|
2015
Q1 | $34K | Sell |
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|
2014
Q4 | $35K | Buy |
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|
2014
Q3 | $34K | Buy |
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|
2014
Q2 | $33K | Buy |
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|
2014
Q1 | $31K | Hold |
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|
2013
Q4 | $31K | Sell |
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|
2013
Q3 | $31K | Buy |
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