Willner & Heller’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 | $420K | Sell |
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|
2025
Q2 | $384K | Sell |
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|
2025
Q1 | $393K | Buy |
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|
2024
Q4 | $429K | Sell |
|
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|
2024
Q3 | $410K | Buy |
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|
2024
Q2 | $395K | Sell |
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|
2024
Q1 | $363K | Buy |
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|
2023
Q4 | $323K | Buy |
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|
2022
Q4 | $255K | Buy |
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|
2022
Q3 | $247K | Buy |
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|
2022
Q2 | $257K | Buy |
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|
2022
Q1 | $354K | Sell |
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|
2021
Q4 | $315K | Buy |
|