WESPAC 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
Q3 | $246K | Hold |
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|
2025
Q2 | $224K | Sell |
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|
2025
Q1 | $1.36M | Sell |
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|
2024
Q4 | $2.09M | Buy |
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|
2024
Q3 | $1.9M | Sell |
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|
2024
Q2 | $1.96M | Sell |
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|
2024
Q1 | $2.43M | Buy |
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|
2023
Q4 | $1.43M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $4.17M | Sell |
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|
2021
Q3 | $3.76M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $1.25M | Sell |
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|
2020
Q4 | $1.23M | Buy |
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|
2020
Q3 | $1M | Sell |
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|
2020
Q2 | $1.06M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $1.35M | Buy |
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|
2018
Q2 | $882K | Sell |
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|
2018
Q1 | $1.23M | Buy |
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|
2017
Q4 | $415K | Sell |
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|
2017
Q3 | $784K | Sell |
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|
2017
Q2 | $774K | Buy |
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|
2017
Q1 | $501K | Buy |
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