Wellspring Financial Advisors’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 | $9.72M | Buy |
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|
2025
Q1 | $8.01M | Sell |
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|
2024
Q4 | $9.63M | Sell |
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|
2024
Q3 | $9.18M | Sell |
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|
2024
Q2 | $8.94M | Buy |
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|
2024
Q1 | $8.06M | Sell |
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|
2023
Q4 | $7.62M | Sell |
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|
2023
Q3 | $7.06M | Sell |
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|
2023
Q2 | $7.52M | Sell |
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|
2023
Q1 | $7.02M | Sell |
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|
2022
Q4 | $6.51M | Sell |
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|
2022
Q3 | $6.56M | Sell |
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|
2022
Q2 | $6.9M | Sell |
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|
2022
Q1 | $9.06M | Sell |
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|
2021
Q4 | $9.96M | Sell |
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|
2021
Q3 | $9.15M | Sell |
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|
2021
Q2 | $9.04M | Buy |
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|
2021
Q1 | $5.98M | Sell |
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|
2020
Q4 | $8.47M | Sell |
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|
2020
Q3 | $8.31M | Sell |
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|
2020
Q2 | $7.49M | Sell |
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|
2020
Q1 | $5.98M | Buy |
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