Wealthspan 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
Q3 | $5.09M | Sell |
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|
2025
Q2 | $4.69M | Sell |
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|
2025
Q1 | $4.05M | Sell |
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|
2024
Q4 | $4.49M | Sell |
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|
2024
Q3 | $4.28M | Sell |
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|
2024
Q2 | $4.16M | Sell |
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|
2024
Q1 | $3.83M | Sell |
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|
2023
Q4 | $3.68M | Sell |
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|
2023
Q3 | $3.84M | Sell |
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|
2023
Q2 | $4.38M | Sell |
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|
2023
Q1 | $4.4M | Sell |
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|
2022
Q4 | $4.39M | Sell |
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|
2022
Q3 | $4.48M | Buy |
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|
2022
Q2 | $4.57M | Buy |
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|
2022
Q1 | $5.78M | Sell |
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|
2021
Q4 | $6.6M | Buy |
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