Wealthspire Advisors (New York)’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 | $33.6M | Sell |
|
|||||
|
2025
Q2 | $31.5M | Sell |
|
|||||
|
2025
Q1 | $47.6M | Buy |
|
|||||
|
2024
Q4 | $18.3M | Buy |
|
|||||
|
2024
Q3 | $16.9M | Buy |
|
|||||
|
2024
Q2 | $14.5M | Buy |
|
|||||
|
2024
Q1 | $12.4M | Buy |
|
|||||
|
2023
Q4 | $10.5M | Buy |
|
|||||
|
2023
Q3 | $9.04M | Buy |
|
|||||
|
2023
Q2 | $9.23M | Sell |
|
|||||
|
2023
Q1 | $8.44M | Buy |
|
|||||
|
2022
Q4 | $7.08M | Sell |
|
|||||
|
2022
Q3 | $8.16M | Buy |
|
|||||
|
2022
Q2 | $7.79M | Buy |
|
|||||
|
2022
Q1 | $8.6M | Sell |
|
|||||
|
2021
Q4 | $12.3M | Sell |
|
|||||
|
2021
Q3 | $13.3M | Sell |
|
|||||
|
2021
Q2 | $13.6M | Buy |
|
|||||
|
2021
Q1 | $11.8M | Sell |
|
|||||
|
2020
Q4 | $12.3M | Buy |
|
|||||
|
2020
Q3 | $7.76M | Buy |
|
|||||
|
2020
Q2 | $2.19M | Sell |
|
|||||
|
2020
Q1 | $3.07M | Buy |
|
|||||
|
2019
Q4 | $1.23M | Buy |
|
|||||
|
2019
Q3 | $1.05M | Hold |
|
|||||
|
2019
Q2 | $1.04M | Sell |
|
|||||
|
2019
Q1 | $1.03M | Buy |
|
|||||
|
2018
Q4 | $861K | Buy |
|