Welch & Forbes’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 | $928K | Hold |
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|
2025
Q2 | $847K | Hold |
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|
2025
Q1 | $714K | Sell |
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|
2024
Q4 | $925K | Buy |
|
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|
2024
Q3 | $736K | Hold |
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|
2024
Q2 | $735K | Buy |
|
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|
2024
Q1 | $552K | Sell |
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|
2023
Q4 | $517K | Sell |
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|
2023
Q3 | $486K | Sell |
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|
2023
Q2 | $649K | Buy |
|
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|
2023
Q1 | $434K | Sell |
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|
2022
Q4 | $458K | Hold |
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|
2022
Q3 | $453K | Hold |
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|
2022
Q2 | $473K | Sell |
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|
2022
Q1 | $637K | Buy |
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|
2021
Q4 | $554K | Sell |
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|
2021
Q3 | $497K | Hold |
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|
2021
Q2 | $489K | Sell |
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|
2021
Q1 | $460K | Sell |
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|
2020
Q4 | $463K | Hold |
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|
2020
Q3 | $419K | Sell |
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|
2020
Q2 | $387K | Hold |
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|
2020
Q1 | $307K | Buy |
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|
2019
Q4 | $308K | Hold |
|
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|
2019
Q3 | $286K | Hold |
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|
2019
Q2 | $285K | Hold |
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|
2019
Q1 | $274K | Hold |
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|
2018
Q4 | $240K | Hold |
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|
2018
Q3 | $282K | Hold |
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|
2018
Q2 | $259K | Hold |
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|
2018
Q1 | $247K | Sell |
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|
2017
Q4 | $279K | Buy |
|