Kozak & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $60.8K | Buy |
|
|||||
|
2025
Q2 | $52.2K | Buy |
|
|||||
|
2025
Q1 | $42.8K | Hold |
|
|||||
|
2024
Q4 | $48.5K | Buy |
|
|||||
|
2024
Q3 | $45.4K | Buy |
|
|||||
|
2024
Q2 | $44.4K | Hold |
|
|||||
|
2024
Q1 | $40.4K | Buy |
|
|||||
|
2023
Q4 | $35.4K | Buy |
|
|||||
|
2023
Q3 | $32.3K | Buy |
|
|||||
|
2023
Q2 | $32.8K | Buy |
|
|||||
|
2023
Q1 | $29.6K | Buy |
|
|||||
|
2022
Q4 | $27K | Buy |
|
|||||
|
2022
Q3 | $26K | Buy |
|
|||||
|
2022
Q2 | $28K | Buy |
|
|||||
|
2022
Q1 | $32K | Hold |
|
|||||
|
2021
Q4 | $32K | Hold |
|
|||||
|
2021
Q3 | $38K | Buy |
|