Garden State Investment Advisory Services’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
2026 Q1	–	Sell	-2,400	Closed	-$296K	–	355
2025 Q4	$296K	Hold	2,400	–	–	0.07%	231
2025 Q3	$290K	Hold	2,400	–	–	0.07%	228
2025 Q2	$264K	Hold	2,400	–	–	0.07%	239
2025 Q1	$223K	Sell	2,400 -662	-22%	-$66.7K	0.07%	226
2024 Q4	$311K	Hold	3,062	–	–	0.1%	179
2024 Q3	$293K	Sell	3,062 -167	-5%	-$15.4K	0.09%	176
2024 Q2	$299K	Sell	3,229 -1,446	-31%	-$125K	0.1%	166
2024 Q1	$395K	Buy	4,675 +376	+9%	+$30.2K	0.14%	137
2023 Q4	$323K	Buy	+4,299	New	+$306K	0.13%	149
2023 Q3	–	Sell	-4,332	Closed	-$305K	–	233
2023 Q2	$305K	Sell	4,332 -100	-2%	-$6.61K	0.14%	144
2023 Q1	$283K	Hold	4,432	–	–	0.14%	148
2022 Q4	$259K	Buy	+4,432	New	+$266K	0.15%	139