Berger Financial Group’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 | $719K | Buy |
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|
2025
Q2 | $645K | Sell |
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|
2025
Q1 | $549K | Buy |
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|
2024
Q4 | $550K | Hold |
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|
2024
Q3 | $518K | Hold |
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|
2024
Q2 | $501K | Sell |
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|
2024
Q1 | $1.05M | Hold |
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|
2023
Q4 | $931K | Hold |
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|
2023
Q3 | $848K | Sell |
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|
2023
Q2 | $948K | Hold |
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|
2023
Q1 | $860K | Hold |
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|
2022
Q4 | $787K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $492K | Hold |
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|
2022
Q1 | $623K | Hold |
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|
2021
Q4 | $683K | Sell |
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|
2021
Q3 | $667K | Hold |
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|
2021
Q2 | $656K | Hold |
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|
2021
Q1 | $588K | Hold |
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|
2020
Q4 | $576K | Buy |
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