Goldstein Munger & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
| 
        
          
      
        2022
         Q3  | $922K | Hold | 
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| 
        
          
      
        2022
         Q2  | $961K | Hold | 
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| 
        
          
      
        2022
         Q1  | $1.22M | Hold | 
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| 
        
          
      
        2021
         Q4  | $1.33M | Hold | 
         | 
    |||||
| 
        
          
      
        2021
         Q3  | $1.18M | Hold | 
         | 
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| 
        
          
      
        2021
         Q2  | $1.16M | Sell | 
         | 
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| 
        
          
      
        2021
         Q1  | $1.09M | Hold | 
         | 
    |||||
| 
        
          
      
        2020
         Q4  | $1.07M | Hold | 
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| 
        
          
      
        2020
         Q3  | $971K | Hold | 
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    |||||
| 
        
          
      
        2020
         Q2  | $871K | Hold | 
         | 
    |||||
| 
        
          
      
        2020
         Q1  | $693K | Hold | 
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| 
        
          
      
        2019
         Q4  | $813K | Hold | 
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    |||||
| 
        
          
      
        2019
         Q3  | $756K | Hold | 
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    |||||
| 
        
          
      
        2019
         Q2  | $753K | Hold | 
         | 
    |||||
| 
        
          
      
        2019
         Q1  | $724K | Hold | 
         | 
    |||||
| 
        
          
      
        2018
         Q4  | $633K | Hold | 
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| 
        
          
      
        2018
         Q3  | $744K | Hold | 
         | 
    |||||
| 
        
          
      
        2018
         Q2  | $683K | Hold | 
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| 
        
          
      
        2018
         Q1  | $651K | Hold | 
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| 
        
          
      
        2017
         Q4  | $642K | Hold | 
         | 
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| 
        
          
      
        2017
         Q3  | $602K | Hold | 
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    |||||
| 
        
          
      
        2017
         Q2  | $575K | Hold | 
         | 
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| 
        
          
      
        2017
         Q1  | $552K | Hold | 
         | 
    |||||
| 
        
          
      
        2016
         Q4  | $512K | Buy | 
         |