Garden State Investment Advisory Services’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 | $264K | Hold |
2,400
| – | – | 0.07% | 225 |
|
|
2025
Q1 | $223K | Sell |
2,400
-662
| -22% | -$61.5K | 0.07% | 226 |
|
|
2024
Q4 | $311K | Hold |
3,062
| – | – | 0.09% | 173 |
|
|
2024
Q3 | $293K | Sell |
3,062
-167
| -5% | -$16K | 0.09% | 176 |
|
|
2024
Q2 | $299K | Sell |
3,229
-1,446
| -31% | -$134K | 0.1% | 166 |
|
|
2024
Q1 | $395K | Buy |
4,675
+376
| +9% | +$31.8K | 0.14% | 137 |
|
|
2023
Q4 | $323K | Buy |
+4,299
| New | +$323K | 0.13% | 145 |
|
|
2023
Q3 | – | Sell |
-4,332
| Closed | -$305K | – | 205 |
|
|
2023
Q2 | $305K | Sell |
4,332
-100
| -2% | -$7.05K | 0.12% | 143 |
|
|
2023
Q1 | $283K | Hold |
4,432
| – | – | 0.12% | 145 |
|
|
2022
Q4 | $259K | Buy |
+4,432
| New | +$259K | 0.15% | 138 |
|