Koshinski Asset Management’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
Q2 | $4.55M | Buy |
33,070
+17
| +0.1% | +$2.25K | 0.24% | 91 |
|
|
2026
Q1 | $3.74M | Sell |
33,053
-232
| -0.7% | -$27.9K | 0.23% | 92 |
|
|
2025
Q4 | $4.1M | Buy |
33,285
+1,644
| +5% | +$201K | 0.26% | 84 |
|
|
2025
Q3 | $3.82M | Buy |
31,641
+410
| +1% | +$47.2K | 0.26% | 83 |
|
|
2025
Q2 | $3.44M | Buy |
31,231
+1,576
| +5% | +$156K | 0.26% | 82 |
|
|
2025
Q1 | $2.75M | Sell |
29,655
-1,717
| -5% | -$173K | 0.23% | 99 |
|
|
2024
Q4 | $3.19B | Buy |
31,372
+295
| +0.9% | +$29.4K | 0.27% | 82 |
|
|
2024
Q3 | $2.98M | Buy |
31,077
+2,501
| +9% | +$231K | 0.26% | 87 |
|
|
2024
Q2 | $2.75M | Buy |
28,576
+3,279
| +13% | +$283K | 0.25% | 83 |
|
|
2024
Q1 | $2.14M | Buy |
25,297
+18,598
| +278% | +$1.49M | 0.22% | 101 |
|
|
2023
Q4 | $503K | Sell |
6,699
-7,077
| -51% | -$504K | 0.08% | 277 |
|
|
2023
Q3 | $943K | Buy |
13,776
+1,341
| +11% | +$94.9K | 0.11% | 192 |
|
|
2023
Q2 | $876K | Sell |
12,435
-1,082
| -8% | -$71.5K | 0.09% | 221 |
|
|
2023
Q1 | $864K | Sell |
13,517
-388
| -3% | -$23.7K | 0.08% | 231 |
|
|
2022
Q4 | $813K | Buy |
13,905
+302
| +2% | +$18.1K | 0.08% | 260 |
|
|
2022
Q3 | $787K | Buy |
13,603
+2
| +0% | +$130 | 0.09% | 250 |
|
|
2022
Q2 | $821K | Buy |
13,601
+100
| +0.7% | +$6.62K | 0.08% | 270 |
|
|
2022
Q1 | $1.03M | Sell |
13,501
-4,332
| -24% | -$325K | 0.08% | 251 |
|
|
2021
Q4 | $1.49M | Sell |
17,833
-9,479
| -35% | -$764K | 0.12% | 183 |
|
|
2021
Q3 | $2.02M | Buy |
27,312
+15,877
| +139% | +$1.21M | 0.18% | 126 |
|
|
2021
Q2 | $832K | Sell |
11,435
-2,998
| -21% | -$208K | 0.1% | 219 |
|
|
2021
Q1 | $940K | Buy |
14,433
+980
| +7% | +$63.4K | 0.1% | 240 |
|
|
2020
Q4 | $859K | Sell |
13,453
-427
| -3% | -$25.9K | 0.11% | 222 |
|
|
2020
Q3 | $847 | Sell |
13,880
-1,064
| -7% | -$60.2K | 0.11% | 201 |
|
|
2020
Q2 | $775K | Sell |
14,944
-1,424
| -9% | -$68.3K | 0.13% | 202 |
|
|
2020
Q1 | $675K | Buy |
16,368
+764
| +5% | +$36.1K | 0.14% | 191 |
|
|
2019
Q4 | $754K | Buy |
15,604
+316
| +2% | +$14.6K | 0.13% | 230 |
|
|
2019
Q3 | $688K | Buy |
15,288
+548
| +4% | +$24.8K | 0.48% | 71 |
|
|
2019
Q2 | $660K | Sell |
14,740
-276
| -2% | -$12.1K | 0.27% | 114 |
|
|
2019
Q1 | $647 | Buy |
15,016
+600
| +4% | +$24.6K | 0.17% | 160 |
|
|
2018
Q4 | $543K | Buy |
14,416
+80
| +0.6% | +$3.24K | 0.13% | 204 |
|
|
2018
Q3 | $635K | Buy |
14,336
+8,424
| +142% | +$362K | 0.09% | 287 |
|
|
2018
Q2 | $240K | Sell |
5,912
-2,928
| -33% | -$118K | 0.07% | 328 |
|
|
2018
Q1 | $343K | Buy |
8,840
+364
| +4% | +$14.5K | 0.11% | 263 |
|
|
2017
Q4 | $324K | Buy |
+8,476
| New | +$317K | 0.08% | 321 |
|
|
2016
Q2 | – | Sell |
-12,304
| Closed | -$357K | – | 257 |
|
|
2016
Q1 | $357K | Buy |
12,304
+200
| +2% | +$5.5K | 0.23% | 143 |
|
|
2015
Q4 | $350K | Sell |
12,104
-776
| -6% | -$22.6K | 0.24% | 131 |
|
|
2015
Q3 | $367K | Sell |
12,880
-520
| -4% | -$14.8K | 0.23% | 135 |
|
|
2015
Q2 | $381K | Hold |
13,400
| – | – | 0.24% | 127 |
|
|
2015
Q1 | $382K | Sell |
13,400
-1,924
| -13% | -$54.6K | 0.25% | 123 |
|
|
2014
Q4 | $428K | Buy |
+15,324
| New | +$419K | 0.24% | 115 |
|
Other funds holding IVW
Koshinski Asset Management's IVW Position: Q2 2026 in Review
Koshinski Asset Management increased its iShares S&P 500 Growth ETF (IVW) stake by 0.05% in Q2 2026, buying an estimated $2.25K and bringing the position to 33,070 shares worth $4.55M. The position accounts for 0.24% of the portfolio, ranked #91.
Koshinski Asset Management first reported a position in IVW in Q4 2014 and has held it in 41 quarters since. The position peaked at $3.19B in Q4 2024. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.
- Koshinski Asset Management held 33,070 shares of iShares S&P 500 Growth ETF worth $4.55M as of Q2 2026.
- Koshinski Asset Management bought 17 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $2.25K.
- iShares S&P 500 Growth ETF made up 0.24% of Koshinski Asset Management's portfolio in Q2 2026, its #91 holding.
- Koshinski Asset Management first reported a position in iShares S&P 500 Growth ETF in Q4 2014 and has held it in 41 quarters since.
- Koshinski Asset Management's iShares S&P 500 Growth ETF position peaked at $3.19B in Q4 2024.
- 2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.
Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.