Westwood Holdings 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 | $433K | Hold |
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|
2025
Q2 | $395K | Sell |
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|
2025
Q1 | $364K | Hold |
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|
2024
Q4 | $398K | Buy |
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|
2024
Q3 | $334K | Hold |
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|
2024
Q2 | $323K | Hold |
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|
2024
Q1 | $294K | Hold |
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|
2023
Q4 | $262K | Sell |
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|
2023
Q3 | $273K | Hold |
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|
2023
Q2 | $282K | Hold |
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|
2023
Q1 | $255K | Hold |
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|
2022
Q4 | $234K | Hold |
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|
2022
Q3 | $231K | Hold |
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|
2022
Q2 | $241K | Hold |
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|
2022
Q1 | $305K | Hold |
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|
2021
Q4 | $334K | Hold |
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|
2021
Q3 | $295K | Sell |
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|
2021
Q2 | $321K | Hold |
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|
2021
Q1 | $287K | Hold |
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|
2020
Q4 | $281K | Hold |
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|
2020
Q3 | $255K | Hold |
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|
2020
Q2 | $229K | Sell |
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|
2020
Q1 | $230K | Sell |
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|
2019
Q4 | $288K | Buy |
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|
2019
Q3 | $251K | Hold |
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|
2019
Q2 | $250K | Hold |
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|
2019
Q1 | $240K | Buy |
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