WNY Asset 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
Q2 | $506K | Hold |
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|
2025
Q1 | $427K | Hold |
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|
2024
Q4 | $467K | Hold |
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|
2024
Q3 | $440K | Hold |
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|
2024
Q2 | $426K | Hold |
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|
2024
Q1 | $388K | Hold |
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|
2023
Q4 | $345K | Hold |
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|
2023
Q3 | $315K | Hold |
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|
2023
Q2 | $324K | Sell |
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|
2023
Q1 | $303K | Sell |
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|
2022
Q4 | $287K | Hold |
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|
2022
Q3 | $283K | Sell |
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|
2022
Q2 | $313K | Hold |
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|
2022
Q1 | $396K | Hold |
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|
2021
Q4 | $433K | Hold |
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|
2021
Q3 | $383K | Sell |
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|
2021
Q2 | $379K | Buy |
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