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
2026 Q1	$539K	Buy	4,764 +210	+5%	+$25.3K	0.06%	99
2025 Q4	$561K	Sell	4,554 -932	-17%	-$114K	0.06%	97
2025 Q3	$662K	Buy	5,486 +323	+6%	+$37.1K	0.08%	85
2025 Q2	$568K	Sell	5,163 -8	-0.2%	-$792	0.08%	86
2025 Q1	$480K	Sell	5,171 -13	-0.3%	-$1.31K	0.07%	96
2024 Q4	$526K	Sell	5,184 -412	-7%	-$41.1K	0.08%	90
2024 Q3	$536K	Buy	5,596 +45	+0.8%	+$4.16K	0.08%	84
2024 Q2	$514K	Buy	5,551 +296	+6%	+$25.5K	0.09%	79
2024 Q1	$444K	Sell	5,255 -55	-1%	-$4.42K	0.08%	86
2023 Q4	$399K	Sell	5,310 -184	-3%	-$13.1K	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%	-$16.9K	0.08%	95
2022 Q4	$338K	Buy	+5,771	New	+$347K	0.08%	92