BMM
Berkshire Money Management’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $129K | Sell |
1,171
-1,884
| -62% | -$207K | 0.01% | 113 |
|
|
2025
Q1 | $284K | Sell |
3,055
-531
| -15% | -$49.3K | 0.03% | 75 |
|
|
2024
Q4 | $364K | Buy |
+3,586
| New | +$364K | 0.04% | 61 |
|
|
2024
Q2 | – | Sell |
-3,267
| Closed | -$276K | – | 57 |
|
|
2024
Q1 | $276K | Buy |
+3,267
| New | +$276K | 0.03% | 70 |
|
|
2023
Q1 | – | Sell |
-19,668
| Closed | -$1.15M | – | 47 |
|
|
2022
Q4 | $1.15M | Buy |
19,668
+977
| +5% | +$57.2K | 0.18% | 34 |
|
|
2022
Q3 | $1.08M | Sell |
18,691
-25,046
| -57% | -$1.45M | 0.19% | 35 |
|
|
2022
Q2 | $2.64M | Buy |
+43,737
| New | +$2.64M | 0.44% | 28 |
|