KOC
Koss-Olinger Consulting’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 | $13M | Sell |
117,757
-4,460
| -4% | -$491K | 1.06% | 20 |
|
|
2025
Q1 | $11.3M | Buy |
122,217
+1,083
| +0.9% | +$101K | 0.96% | 22 |
|
|
2024
Q4 | $12.3M | Buy |
121,134
+650
| +0.5% | +$66K | 1.08% | 21 |
|
|
2024
Q3 | $11.5M | Sell |
120,484
-598
| -0.5% | -$57.3K | 1% | 22 |
|
|
2024
Q2 | $11.2M | Buy |
+121,082
| New | +$11.2M | 1.04% | 20 |
|
|
2024
Q1 | – | Sell |
-122,531
| Closed | -$9.2M | – | 175 |
|
|
2023
Q4 | $9.2M | Sell |
122,531
-1,299
| -1% | -$97.6K | 0.9% | 21 |
|
|
2023
Q3 | $8.47M | Sell |
123,830
-106
| -0.1% | -$7.25K | 1.25% | 16 |
|
|
2023
Q2 | $8.74M | Buy |
123,936
+1,085
| +0.9% | +$76.5K | 1.01% | 16 |
|
|
2023
Q1 | $7.85M | Buy |
122,851
+10,261
| +9% | +$656K | 0.98% | 16 |
|
|
2022
Q4 | $6.59M | Buy |
112,590
+16,789
| +18% | +$982K | 0.95% | 18 |
|
|
2022
Q3 | $5.54M | Buy |
95,801
+61,044
| +176% | +$3.53M | 0.94% | 14 |
|
|
2022
Q2 | $2.1M | Sell |
34,757
-63,807
| -65% | -$3.85M | 0.38% | 21 |
|
|
2022
Q1 | $7.53M | Buy |
98,564
+37,090
| +60% | +$2.83M | 1.21% | 13 |
|
|
2021
Q4 | $5.14M | Sell |
61,474
-1,233
| -2% | -$103K | 0.79% | 18 |
|
|
2021
Q3 | $4.64M | Sell |
62,707
-13
| -0% | -$961 | 0.76% | 17 |
|
|
2021
Q2 | $4.56M | Sell |
62,720
-803
| -1% | -$58.4K | 0.68% | 19 |
|
|
2021
Q1 | $4.14M | Buy |
+63,523
| New | +$4.14M | 0.7% | 19 |
|