Koss-Olinger Consulting’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $13M | Buy |
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|
2025
Q2 | $13M | Sell |
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|
2025
Q1 | $11.3M | Buy |
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|
2024
Q4 | $12.3M | Buy |
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|
2024
Q3 | $11.5M | Sell |
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|
2024
Q2 | $11.2M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $9.2M | Sell |
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|
2023
Q3 | $8.47M | Sell |
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|
2023
Q2 | $8.73M | Buy |
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|
2023
Q1 | $7.85M | Buy |
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|
2022
Q4 | $6.59M | Buy |
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|
2022
Q3 | $5.54M | Buy |
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|
2022
Q2 | $2.1M | Sell |
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|
2022
Q1 | $7.53M | Buy |
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|
2021
Q4 | $5.14M | Sell |
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|
2021
Q3 | $4.63M | Sell |
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|
2021
Q2 | $4.56M | Sell |
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|
2021
Q1 | $4.14M | Buy |
|