Windsor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $520K | Hold |
|
|||||
|
2023
Q2 | $536K | Hold |
|
|||||
|
2023
Q1 | $487K | Sell |
|
|||||
|
2022
Q4 | $482K | Sell |
|
|||||
|
2022
Q3 | $750K | Buy |
|
|||||
|
2022
Q2 | $768K | Buy |
|
|||||
|
2022
Q1 | $852K | Sell |
|
|||||
|
2021
Q4 | $2.58M | Buy |
|
|||||
|
2021
Q3 | $876K | Buy |
|
|||||
|
2021
Q2 | $789K | Hold |
|
|||||
|
2021
Q1 | $706K | Hold |
|
|||||
|
2020
Q4 | $692K | Sell |
|
|||||
|
2020
Q3 | $633K | Buy |
|
|||||
|
2020
Q2 | $563K | Hold |
|
|||||
|
2020
Q1 | $447K | Hold |
|
|||||
|
2019
Q4 | $525K | Sell |
|
|||||
|
2019
Q3 | $2.5M | Sell |
|
|||||
|
2019
Q2 | $2.63M | Sell |
|
|||||
|
2019
Q1 | $2.53M | Sell |
|
|||||
|
2018
Q4 | $2.21M | Sell |
|
|||||
|
2018
Q3 | $2.67M | Sell |
|
|||||
|
2018
Q2 | $2.5M | Buy |
|
|||||
|
2018
Q1 | $2.38M | Sell |
|
|||||
|
2017
Q4 | $2.35M | Buy |
|