Woodmont Investment Counsel’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 | $720K | Buy |
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|
2025
Q1 | $487K | Sell |
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|
2024
Q4 | $548K | Hold |
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|
2024
Q3 | $517K | Hold |
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|
2024
Q2 | $500K | Hold |
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|
2024
Q1 | $456K | Sell |
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|
2023
Q4 | $420K | Buy |
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|
2023
Q3 | $355K | Sell |
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|
2023
Q2 | $371K | Buy |
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|
2023
Q1 | $333K | Buy |
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|
2022
Q4 | $289K | Hold |
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|
2022
Q3 | $286K | Buy |
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|
2022
Q2 | $271K | Hold |
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|
2022
Q1 | $343K | Hold |
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|
2021
Q4 | $376K | Hold |
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|
2021
Q3 | $332K | Hold |
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|
2021
Q2 | $327K | Buy |
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|
2021
Q1 | $286K | Buy |
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|
2020
Q4 | $257K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $122K | Sell |
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|
2016
Q2 | $361K | Buy |
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