A detailed history of Shira Ridge Wealth Management transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Shira Ridge Wealth Management holds 3,141 shares of IVW stock, worth $380,186. This represents 0.16% of its overall portfolio holdings.

Number of Shares
3,141
Previous 3,131 0.32%
Holding current value
$380,186
Previous $378 Million 2.43%
% of portfolio
0.16%
Previous 0.16%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026

BUY
$118.29 - $126.28 $1,182 - $1,262
10 Added 0.32%
3,141 $387 Million
Q3 2025

Oct 20, 2025

BUY
$108.97 - $121.65 $1,525 - $1,703
14 Added 0.45%
3,131 $378 Million
Q2 2025

Jul 09, 2025

SELL
$82.96 - $110.1 $12,443 - $16,515
-150 Reduced 4.59%
3,117 $343 Million
Q1 2025

Apr 14, 2025

BUY
$92.45 - $106.69 $14,884 - $17,177
161 Added 5.18%
3,267 $303 Million
Q4 2024

Jan 13, 2025

SELL
$94.43 - $105.47 $9,537 - $10,652
-101 Reduced 3.15%
3,106 $315 Million
Q3 2024

Oct 10, 2024

BUY
$84.77 - $97.13 $23,735 - $27,196
280 Added 9.57%
3,207 $307 Million
Q2 2024

Jul 11, 2024

BUY
$79.31 - $93.31 $232,140 - $273,118
2,927 New
2,927 $271 Million

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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