GIA
Guyasuta Investment 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 | $696K | Hold |
6,324
| – | – | 0.04% | 143 |
|
|
2025
Q1 | $587K | Buy |
6,324
+27
| +0.4% | +$2.51K | 0.04% | 147 |
|
|
2024
Q4 | $639K | Buy |
6,297
+1
| +0% | +$102 | 0.04% | 151 |
|
|
2024
Q3 | $603K | Buy |
6,296
+9
| +0.1% | +$862 | 0.04% | 156 |
|
|
2024
Q2 | $472K | Hold |
6,287
| – | – | 0.03% | 155 |
|
|
2024
Q1 | $472K | Hold |
6,287
| – | – | 0.03% | 155 |
|
|
2023
Q4 | $472K | Hold |
6,287
| – | – | 0.03% | 155 |
|
|
2023
Q3 | $430K | Hold |
6,287
| – | – | 0.03% | 157 |
|
|
2023
Q2 | $443K | Hold |
6,287
| – | – | 0.03% | 163 |
|
|
2023
Q1 | $402K | Buy |
6,287
+147
| +2% | +$9.39K | 0.03% | 171 |
|
|
2022
Q4 | $359K | Hold |
6,140
| – | – | 0.03% | 169 |
|
|
2022
Q3 | $355K | Hold |
6,140
| – | – | 0.03% | 163 |
|
|
2022
Q2 | $371K | Hold |
6,140
| – | – | 0.03% | 193 |
|
|
2022
Q1 | $469K | Hold |
6,140
| – | – | 0.03% | 192 |
|
|
2021
Q4 | $514K | Hold |
6,140
| – | – | 0.03% | 190 |
|
|
2021
Q3 | $454K | Hold |
6,140
| – | – | 0.03% | 191 |
|
|
2021
Q2 | $447K | Hold |
6,140
| – | – | 0.03% | 190 |
|
|
2021
Q1 | $400K | Hold |
6,140
| – | – | 0.03% | 190 |
|
|
2020
Q4 | $392K | Buy |
6,140
+4,605
| +300% | +$294K | 0.03% | 179 |
|
|
2020
Q3 | $355K | Hold |
1,535
| – | – | 0.03% | 168 |
|
|
2020
Q2 | $318K | Hold |
1,535
| – | – | 0.03% | 172 |
|
|
2020
Q1 | $253K | Hold |
1,535
| – | – | 0.03% | 163 |
|
|
2019
Q4 | $297K | Hold |
1,535
| – | – | 0.03% | 183 |
|
|
2019
Q3 | $276K | Hold |
1,535
| – | – | 0.03% | 177 |
|
|
2019
Q2 | $275K | Hold |
1,535
| – | – | 0.03% | 185 |
|
|
2019
Q1 | $265K | Sell |
1,535
-77
| -5% | -$13.3K | 0.03% | 186 |
|
|
2018
Q4 | $243K | Sell |
1,612
-40
| -2% | -$6.03K | 0.03% | 179 |
|
|
2018
Q3 | $293K | Hold |
1,652
| – | – | 0.03% | 183 |
|
|
2018
Q2 | $269K | Buy |
1,652
+172
| +12% | +$28K | 0.03% | 183 |
|
|
2018
Q1 | $230K | Hold |
1,480
| – | – | 0.03% | 199 |
|
|
2017
Q4 | $226K | Hold |
1,480
| – | – | 0.03% | 209 |
|
|
2017
Q3 | $212K | Hold |
1,480
| – | – | 0.03% | 208 |
|
|
2017
Q2 | $203K | Buy |
+1,480
| New | +$203K | 0.02% | 208 |
|
|
2016
Q3 | – | Sell |
-2,981
| Closed | -$347K | – | 217 |
|
|
2016
Q2 | $347K | Buy |
+2,981
| New | +$347K | 0.05% | 160 |
|