Cozad Asset 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 | $433K | Hold |
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|
2025
Q2 | $395K | Sell |
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|
2025
Q1 | $335K | Buy |
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|
2024
Q4 | $356K | Hold |
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|
2024
Q3 | $336K | Sell |
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|
2024
Q2 | $329K | Hold |
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|
2024
Q1 | $300K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $212K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $931K | Hold |
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|
2020
Q2 | $836K | Buy |
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