Strategic Equity Management Ishares S&P 500 Growth ETF Transaction History

Strategic Equity Management

$240 Million
Q3 2025

A detailed history of Strategic Equity Management transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Strategic Equity Management holds 5,250 shares of IVW stock, worth $635,460. This represents 0.26% of its overall portfolio holdings.

Number of Shares

5,250

Previous 5,129 2.36%

Holding current value

$635,460

Previous $564,000 12.23%

% of portfolio

0.26%

Previous 0.23%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	BUY	$108.97 - $121.65 $13,185 - $14,719	121 Added 2.36%	5,250 $633,000
Q2 2025 Aug 11, 2025	SELL	$82.96 - $110.1 $9.71 Million - $12.9 Million	-117,092 Reduced 95.8%	5,129 $564,000
Q1 2025 Apr 15, 2025	BUY	$92.45 - $106.69 $611,649 - $705,861	6,616 Added 5.72%	122,221 $11.3 Million
Q4 2024 Feb 07, 2025	BUY	$94.43 - $105.47 $558,931 - $624,276	5,919 Added 5.4%	115,605 $11.7 Million
Q3 2024 Nov 05, 2024	BUY	$84.77 - $97.13 $1.78 Million - $2.04 Million	20,971 Added 23.64%	109,686 $10.5 Million

Q2 2024 Jul 31, 2024	BUY	$79.31 - $93.31 $1.25 Million - $1.48 Million	15,811 Added 21.69%	88,715 $8.21 Million
Q1 2024 Apr 16, 2024	BUY	$72.87 - $85.14 $65,874 - $76,966	904 Added 1.26%	72,904 $6.16 Million
Q4 2023 Feb 07, 2024	SELL	$65.78 - $75.4 $17.5 Million - $20.1 Million	-266,587 Reduced 78.74%	72,000 $5.41 Million
Q3 2023 Nov 07, 2023	SELL	$68.05 - $72.66 $14.6 Million - $15.6 Million	-214,106 Reduced 38.74%	338,587 $23.2 Million
Q2 2023 Jul 18, 2023	BUY	$63.21 - $70.48 $34.3 Million - $38.2 Million	542,686 Added 5423.06%	552,693 $39 Million
Q1 2023 Apr 25, 2023	BUY	$57.25 - $63.89 $150,624 - $168,094	2,631 Added 35.67%	10,007 $639,000
Q4 2022 Feb 09, 2023	BUY	$56.73 - $63.56 $418,440 - $468,818	7,376 New	7,376 $431,000
Q2 2022 Jul 26, 2022	SELL	$58.13 - $77.8 $188,806 - $252,694	-3,248 Closed	0 $0
Q1 2022 May 02, 2022	SELL	$68.33 - $84.32 $950,880 - $1.17 Million	-13,916 Reduced 81.08%	3,248 $248,000
Q4 2021 Jan 18, 2022	BUY	$73.18 - $84.81 $923,897 - $1.07 Million	12,625 Added 278.14%	17,164 $1.44 Million
Q3 2021 Nov 09, 2021	BUY	$72.99 - $79.0 $127,075 - $137,539	1,741 Added 62.22%	4,539 $335,000
Q2 2021 Jul 28, 2021	BUY	$65.96 - $72.81 $184,556 - $203,722	2,798 New	2,798 $203,000

Others Institutions Holding IVW

# of Institutions

2,174

Shares Held

420M

Call Options Held

212K

Put Options Held

158K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Equity Management, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Equity Management with notifications on news.

Account

Strategic Equity Management Ishares S&P 500 Growth ETF Transaction History