Wealth Enhancement Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $69.2M | Buy |
603,344
+4,710
| +0.8% | +$566K | 0.15% | 130 |
|
|
2025
Q4 | $74.5M | Sell |
598,634
-16,515
| -3% | -$2.02M | 0.1% | 194 |
|
|
2025
Q3 | $74.4M | Sell |
615,149
-457
| -0.1% | -$52.6K | 0.11% | 172 |
|
|
2025
Q2 | $68.2M | Buy |
615,606
+8,905
| +1% | +$881K | 0.11% | 177 |
|
|
2025
Q1 | $56.3M | Buy |
606,701
+10,178
| +2% | +$1.03M | 0.11% | 186 |
|
|
2024
Q4 | $60.6M | Buy |
596,523
+58,733
| +11% | +$5.86M | 0.12% | 171 |
|
|
2024
Q3 | $51.5M | Sell |
537,790
-3,190
| -0.6% | -$295K | 0.11% | 183 |
|
|
2024
Q2 | $50.1M | Buy |
540,980
+12,689
| +2% | +$1.09M | 0.12% | 174 |
|
|
2024
Q1 | $44.6M | Buy |
528,291
+310
| +0.1% | +$24.9K | 0.12% | 177 |
|
|
2023
Q4 | $39.7M | Sell |
527,981
-16,029
| -3% | -$1.14M | 0.12% | 180 |
|
|
2023
Q3 | $37.2M | Buy |
544,010
+502,241
| +1,202% | +$35.5M | 0.12% | 172 |
|
|
2023
Q2 | $2.94M | Sell |
41,769
-5,269
| -11% | -$348K | 0.03% | 166 |
|
|
2023
Q1 | $3.01M | Buy |
47,038
+22,444
| +91% | +$1.37M | 0.04% | 172 |
|
|
2022
Q4 | $1.5M | Buy |
24,594
+887
| +4% | +$53.3K | 0.02% | 192 |
|
|
2022
Q3 | $1.38M | Buy |
23,707
+212
| +0.9% | +$13.8K | 0.02% | 202 |
|
|
2022
Q2 | $1.49M | Sell |
23,495
-1,543
| -6% | -$102K | 0.02% | 222 |
|
|
2022
Q1 | $1.95M | Buy |
25,038
+3,069
| +14% | +$231K | 0.03% | 194 |
|
|
2021
Q4 | $1.67M | Buy |
21,969
+780
| +4% | +$62.8K | 0.02% | 181 |
|
|
2021
Q3 | $1.67M | Buy |
21,189
+5,082
| +32% | +$387K | 0.02% | 156 |
|
|
2021
Q2 | $1.2M | Buy |
16,107
+1,676
| +12% | +$116K | 0.02% | 187 |
|
|
2021
Q1 | $972K | Buy |
14,431
+5,044
| +54% | +$326K | 0.02% | 201 |
|
|
2020
Q4 | $592K | Buy |
9,387
+1,119
| +14% | +$67.8K | 0.01% | 190 |
|
|
2020
Q3 | $505K | Buy |
8,268
+1,652
| +25% | +$93.5K | 0.01% | 190 |
|
|
2020
Q2 | $366K | Buy |
6,616
+512
| +8% | +$24.5K | 0.01% | 192 |
|
|
2020
Q1 | $279K | Sell |
6,104
-1,020
| -14% | -$48.2K | 0.01% | 199 |
|
|
2019
Q4 | $347K | Buy |
+7,124
| New | +$330K | 0.01% | 193 |
|
Other funds holding IVW
