Wescott Financial Advisory 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 | $10.6M | Buy |
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|
2025
Q2 | $9.28M | Buy |
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|
2025
Q1 | $7.59M | Buy |
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|
2024
Q4 | $7.97M | Buy |
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|
2024
Q3 | $6.91M | Buy |
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|
2024
Q2 | $6.44M | Buy |
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|
2024
Q1 | $4.89M | Buy |
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|
2023
Q4 | $4.07M | Buy |
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|
2023
Q3 | $3.35M | Buy |
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|
2023
Q2 | $3.24M | Buy |
|
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|
2023
Q1 | $2.9M | Buy |
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|
2022
Q4 | $2.33M | Buy |
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|
2022
Q3 | $2.12M | Buy |
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|
2022
Q2 | $1.93M | Buy |
|
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|
2022
Q1 | $2.27M | Buy |
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|
2021
Q4 | $2.18M | Buy |
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|
2021
Q3 | $1.76M | Buy |
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|
2021
Q2 | $1.8M | Buy |
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|
2021
Q1 | $1.47M | Buy |
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|
2020
Q4 | $1.32M | Buy |
|