Williams Jones Wealth 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 | $765K | Hold |
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|
2025
Q2 | $698K | Hold |
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|
2025
Q1 | $588K | Hold |
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|
2024
Q4 | $643K | Hold |
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|
2024
Q3 | $607K | Sell |
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|
2024
Q2 | $594K | Hold |
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|
2024
Q1 | $542K | Hold |
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|
2023
Q4 | $482K | Hold |
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|
2023
Q3 | $439K | Hold |
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|
2023
Q2 | $452K | Hold |
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|
2023
Q1 | $410K | Hold |
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|
2022
Q4 | $375K | Hold |
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|
2022
Q3 | $371K | Hold |
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|
2022
Q2 | $387K | Sell |
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|
2022
Q1 | $632K | Hold |
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|
2021
Q4 | $692K | Hold |
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|
2021
Q3 | $612K | Hold |
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|
2021
Q2 | $602K | Buy |
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|
2021
Q1 | $427K | Hold |
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|
2020
Q4 | $419K | Buy |
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|
2020
Q3 | $221K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $270K | Hold |
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|
2019
Q3 | $251K | Buy |
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