Weaver Consulting Group’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 | $838K | Sell |
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|
2025
Q2 | $854K | Sell |
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|
2025
Q1 | $744K | Hold |
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|
2024
Q4 | $814K | Hold |
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|
2024
Q3 | $768K | Buy |
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|
2024
Q2 | $741K | Hold |
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|
2024
Q1 | $676K | Buy |
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|
2023
Q4 | $437K | Buy |
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|
2023
Q3 | $398K | Sell |
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|
2023
Q2 | $424K | Sell |
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|
2023
Q1 | $410K | Hold |
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|
2022
Q4 | $375K | Sell |
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|
2022
Q3 | $880K | Buy |
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|
2022
Q2 | $496K | Sell |
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|
2022
Q1 | $728K | Buy |
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|
2021
Q4 | $756K | Buy |
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|
2021
Q3 | $575K | Hold |
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|
2021
Q2 | $566K | Sell |
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|
2021
Q1 | $542K | Sell |
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|
2020
Q4 | $682K | Buy |
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|
2020
Q3 | $613K | Buy |
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|
2020
Q2 | $543K | Buy |
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|
2020
Q1 | $341K | Buy |
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|
2019
Q4 | $354K | Hold |
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|
2019
Q3 | $361K | Hold |
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|
2019
Q2 | $352K | Hold |
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|
2019
Q1 | $348K | Buy |
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