Berkshire Money Management’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
Sell
2025
Q2
$129K Sell
2025
Q1
$284K Sell
2024
Q4
$364K Buy
2024
Q2
Sell
2024
Q1
$276K Buy
2023
Q1
Sell
2022
Q4
$1.15M Buy
2022
Q3
$1.08M Sell
2022
Q2
$2.64M Buy