Westside Investment Management’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 | $67K | Hold |
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|
2025
Q2 | $61.1K | Hold |
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|
2025
Q1 | $51.5K | Buy |
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|
2024
Q4 | $48.7K | Hold |
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|
2024
Q3 | $46K | Hold |
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|
2024
Q2 | $44.4K | Hold |
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|
2024
Q1 | $40.5K | Hold |
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|
2023
Q4 | $36K | Hold |
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|
2023
Q3 | $32.8K | Hold |
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|
2023
Q2 | $33.8K | Hold |
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|
2023
Q1 | $30.7K | Hold |
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|
2022
Q4 | $28 | Buy |
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|
2019
Q2 | $108 | Buy |
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|
2018
Q4 | $91.6K | Sell |
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|
2018
Q3 | $249K | Buy |
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|
2018
Q2 | $99.5K | Hold |
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|
2018
Q1 | $92K | Hold |
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|
2017
Q4 | $96K | Hold |
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|
2017
Q3 | $88.3K | Hold |
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|
2017
Q2 | $83.6K | Hold |
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|
2017
Q1 | $79.8K | Buy |
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