WealthPlan Investment Management’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 | $3.63M | Buy |
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|
2025
Q2 | $3.29M | Buy |
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|
2025
Q1 | $1.8M | Buy |
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|
2024
Q4 | $1.79M | Sell |
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|
2024
Q3 | $2.07M | Buy |
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|
2024
Q2 | $302K | Buy |
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|
2024
Q1 | $275K | Sell |
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|
2023
Q4 | $258K | Sell |
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|
2023
Q3 | $254K | Buy |
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|
2023
Q2 | $185K | Sell |
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|
2023
Q1 | $226K | Sell |
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|
2022
Q4 | $3.2M | Sell |
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|
2022
Q3 | $9.88M | Buy |
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|
2022
Q1 | $10.9M | Buy |
|