Wimmer Associates 1’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 | $761K | Hold |
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|
2025
Q2 | $694K | Hold |
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|
2025
Q1 | $645K | Sell |
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|
2024
Q4 | $661K | Hold |
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|
2024
Q3 | $624K | Hold |
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|
2024
Q2 | $603K | Hold |
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|
2024
Q1 | $550K | Hold |
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|
2023
Q4 | $489K | Hold |
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|
2023
Q3 | $446K | Buy |
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|
2023
Q2 | $381K | Hold |
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|
2023
Q1 | $351K | Hold |
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|
2022
Q4 | $316K | Hold |
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|
2022
Q3 | $326K | Hold |
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|
2022
Q2 | $326K | Hold |
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|
2022
Q1 | $412K | Hold |
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|
2021
Q4 | $452K | Hold |
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|
2021
Q3 | $399K | Hold |
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|
2021
Q2 | $393K | Hold |
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|
2021
Q1 | $352K | Hold |
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|
2020
Q4 | $345K | Hold |
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|
2020
Q3 | $312K | Hold |
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|
2020
Q2 | $307K | Hold |
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|
2020
Q1 | $223K | Buy |
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|
2019
Q4 | $242K | Hold |
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|
2019
Q3 | $225K | Hold |
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|
2019
Q2 | $224K | Hold |
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|
2019
Q1 | $215K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $221K | Hold |
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|
2018
Q2 | $203K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $276K | Hold |
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|
2017
Q2 | $263K | Buy |
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|
2017
Q1 | $213K | Sell |
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|
2016
Q4 | $278K | Hold |
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|
2016
Q3 | $277K | Hold |
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|
2016
Q2 | $266K | Buy |
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