Glass Jacobson Investment Advisors’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 | $430K | Sell |
|
|||||
|
2025
Q2 | $397K | Sell |
|
|||||
|
2025
Q1 | $393K | Hold |
|
|||||
|
2024
Q4 | $393K | Buy |
|
|||||
|
2024
Q3 | $367K | Sell |
|
|||||
|
2024
Q2 | $379K | Sell |
|
|||||
|
2024
Q1 | $351K | Buy |
|
|||||
|
2023
Q4 | $300K | Sell |
|
|||||
|
2023
Q3 | $387K | Sell |
|
|||||
|
2023
Q2 | $422K | Buy |
|
|||||
|
2022
Q4 | $475K | Buy |
|