West Branch Capital’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 | $131K | Buy |
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|
2025
Q2 | $119K | Sell |
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|
2025
Q1 | $116K | Buy |
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|
2024
Q4 | $127K | Buy |
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|
2024
Q3 | $119K | Buy |
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|
2024
Q2 | $115K | Buy |
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|
2024
Q1 | $105K | Buy |
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|
2023
Q4 | $93.2K | Sell |
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|
2023
Q3 | $89K | Hold |
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|
2023
Q2 | $91.7K | Buy |
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|
2023
Q1 | $82.9K | Buy |
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|
2022
Q4 | $75.7K | Sell |
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|
2022
Q3 | $146K | Buy |
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|
2022
Q2 | $78K | Buy |
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|
2022
Q1 | $98K | Sell |
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|
2021
Q4 | $111K | Sell |
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|
2021
Q3 | $99K | Buy |
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|
2021
Q2 | $97K | Buy |
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