Wealth Alliance’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 | $26.1M | Sell |
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|
2025
Q2 | $24.6M | Buy |
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|
2025
Q1 | $17.9M | Sell |
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|
2024
Q4 | $23.5M | Sell |
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|
2024
Q3 | $22.7M | Sell |
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|
2024
Q2 | $24M | Buy |
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|
2024
Q1 | $15.2M | Buy |
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|
2023
Q4 | $8.05M | Buy |
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|
2023
Q3 | $7.27M | Buy |
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|
2023
Q2 | $5.39M | Buy |
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|
2023
Q1 | $267K | Buy |
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|
2022
Q4 | $233K | Sell |
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|
2022
Q3 | $244K | Buy |
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|
2022
Q2 | $254K | Sell |
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|
2022
Q1 | $410K | Sell |
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|
2021
Q4 | $6.5M | Buy |
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|
2021
Q3 | $5.24M | Sell |
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|
2021
Q2 | $5.4M | Buy |
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|
2021
Q1 | $4.61M | Sell |
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|
2020
Q4 | $4.7M | Sell |
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|
2020
Q3 | $4.49M | Sell |
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|
2020
Q2 | $4.33M | Buy |
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|
2020
Q1 | $759K | Sell |
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|
2019
Q4 | $3.16M | Buy |
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