Goldstein 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
Q2 | $568K | Sell |
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|
2025
Q1 | $480K | Sell |
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|
2024
Q4 | $526K | Sell |
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|
2024
Q3 | $536K | Buy |
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|
2024
Q2 | $514K | Buy |
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|
2024
Q1 | $444K | Sell |
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|
2023
Q4 | $399K | Sell |
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|
2023
Q3 | $376K | Hold |
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|
2023
Q2 | $387K | Hold |
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|
2023
Q1 | $351K | Sell |
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|
2022
Q4 | $338K | Buy |
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