GA
Goldstein Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $568K | Sell |
5,163
-8
| -0.2% | -$881 | 0.08% | 86 |
|
|
2025
Q1 | $480K | Sell |
5,171
-13
| -0.3% | -$1.21K | 0.07% | 96 |
|
|
2024
Q4 | $526K | Sell |
5,184
-412
| -7% | -$41.8K | 0.08% | 90 |
|
|
2024
Q3 | $536K | Buy |
5,596
+45
| +0.8% | +$4.31K | 0.08% | 84 |
|
|
2024
Q2 | $514K | Buy |
5,551
+296
| +6% | +$27.4K | 0.09% | 79 |
|
|
2024
Q1 | $444K | Sell |
5,255
-55
| -1% | -$4.64K | 0.08% | 86 |
|
|
2023
Q4 | $399K | Sell |
5,310
-184
| -3% | -$13.8K | 0.07% | 118 |
|
|
2023
Q3 | $376K | Hold |
5,494
| – | – | 0.08% | 89 |
|
|
2023
Q2 | $387K | Hold |
5,494
| – | – | 0.08% | 89 |
|
|
2023
Q1 | $351K | Sell |
5,494
-277
| -5% | -$17.7K | 0.08% | 95 |
|
|
2022
Q4 | $338K | Buy |
+5,771
| New | +$338K | 0.08% | 92 |
|