WealthShield Partners’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 | $16.1M | Sell |
|
|||||
|
2025
Q1 | $14.9M | Buy |
|
|||||
|
2024
Q4 | $15.7M | Sell |
|
|||||
|
2024
Q3 | $14.9M | Sell |
|
|||||
|
2024
Q2 | $14.9M | Buy |
|
|||||
|
2024
Q1 | $8.92M | Buy |
|
|||||
|
2023
Q4 | $5.02M | Sell |
|
|||||
|
2023
Q3 | $5.39M | Buy |
|
|||||
|
2023
Q2 | $4.23M | Buy |
|
|||||
|
2023
Q1 | $3.05M | Buy |
|
|||||
|
2022
Q4 | $2.47M | Sell |
|
|||||
|
2022
Q3 | $2.81M | Buy |
|
|||||
|
2022
Q2 | $2.47M | Buy |
|
|||||
|
2022
Q1 | $2.82M | Sell |
|
|||||
|
2021
Q4 | $5.73M | Buy |
|
|||||
|
2021
Q3 | $1.2M | Sell |
|
|||||
|
2021
Q2 | $1.22M | Buy |
|
|||||
|
2021
Q1 | $1.1M | Buy |
|
|||||
|
2020
Q4 | $924K | Buy |
|
|||||
|
2020
Q3 | $715K | Sell |
|
|||||
|
2020
Q2 | $758K | Sell |
|
|||||
|
2020
Q1 | $903K | Buy |
|
|||||
|
2019
Q4 | $862K | Buy |
|
|||||
|
2019
Q3 | $648K | Buy |
|
|||||
|
2019
Q2 | $603K | Buy |
|
|||||
|
2019
Q1 | $561K | Sell |
|
|||||
|
2018
Q4 | $680K | Buy |
|
|||||
|
2018
Q3 | $705K | Buy |
|
|||||
|
2018
Q2 | $456K | Buy |
|
|||||
|
2018
Q1 | $335K | Buy |
|
|||||
|
2017
Q4 | $146K | Buy |
|