Mattern Capital 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
2025
Q2
$215K Sell
2025
Q1
$234K Sell
2024
Q4
$283K Sell
2024
Q3
$527K Sell
2024
Q2
$705K Sell
2024
Q1
$689K Sell
2023
Q4
$1.17M Sell
2023
Q3
$1.08M Sell
2023
Q2
$1.22M Buy
2023
Q1
$1.1M Sell
2022
Q4
$1.02M Sell
2022
Q3
$1.01M Sell
2022
Q2
$1.07M Buy
2022
Q1
$1.23M Buy
2021
Q4
$1.31M Buy
2021
Q3
$1.11M Buy
2021
Q2
$1.06M Buy
2021
Q1
$789K Buy
2020
Q4
$594K Buy