YHB Investment Advisors’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 | $13.1M | Buy |
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|
2025
Q2 | $11.9M | Buy |
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|
2025
Q1 | $10M | Buy |
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|
2024
Q4 | $10.9M | Buy |
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|
2024
Q3 | $10.3M | Buy |
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|
2024
Q2 | $9.95M | Buy |
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|
2024
Q1 | $9.07M | Sell |
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|
2023
Q4 | $8.54M | Sell |
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|
2023
Q3 | $8.69M | Hold |
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|
2023
Q2 | $8.96M | Buy |
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|
2023
Q1 | $8.1M | Buy |
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|
2022
Q4 | $7.14M | Buy |
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|
2022
Q3 | $6.81M | Buy |
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|
2022
Q2 | $7.09M | Buy |
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|
2022
Q1 | $8.94M | Hold |
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|
2021
Q4 | $9.79M | Buy |
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|
2021
Q3 | $8.64M | Buy |
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|
2021
Q2 | $8.49M | Buy |
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|
2021
Q1 | $8.15M | Sell |
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|
2020
Q4 | $7.48M | Buy |
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|
2020
Q3 | $6.74M | Buy |
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