Cosner Financial Group’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.3M | Buy |
66,291
+4,564
| +7% | +$502K | 4.06% | 10 |
|
|
2025
Q1 | $5.73M | Buy |
61,727
+937
| +2% | +$87K | 3.5% | 11 |
|
|
2024
Q4 | $6.17M | Buy |
60,790
+94
| +0.2% | +$9.54K | 3.91% | 10 |
|
|
2024
Q3 | $5.81M | Sell |
60,696
-234
| -0.4% | -$22.4K | 3.75% | 10 |
|
|
2024
Q2 | $5.64M | Buy |
60,930
+7,609
| +14% | +$704K | 3.99% | 10 |
|
|
2024
Q1 | $4.5M | Buy |
53,321
+397
| +0.8% | +$33.5K | 3.23% | 10 |
|
|
2023
Q4 | $3.97M | Buy |
52,924
+6,644
| +14% | +$499K | 3.36% | 9 |
|
|
2023
Q3 | $3.17M | Sell |
46,280
-613
| -1% | -$41.9K | 2.79% | 13 |
|
|
2023
Q2 | $3.31M | Buy |
+46,893
| New | +$3.31M | 2.72% | 14 |
|