MHR
Matthew Hamilton Rosenberg’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 | $9.69K | Hold |
88
| – | – | ﹤0.01% | 659 |
|
|
2025
Q1 | $8.17K | Sell |
88
-83
| -49% | -$7.71K | ﹤0.01% | 663 |
|
|
2024
Q4 | $17.4K | Sell |
171
-301
| -64% | -$30.6K | ﹤0.01% | 559 |
|
|
2024
Q3 | $45.2K | Sell |
472
-27
| -5% | -$2.59K | 0.01% | 443 |
|
|
2024
Q2 | $46.5K | Buy |
499
+135
| +37% | +$12.6K | 0.01% | 429 |
|
|
2024
Q1 | $30.8K | Sell |
364
-127
| -26% | -$10.7K | 0.01% | 488 |
|
|
2023
Q4 | $36.9K | Hold |
491
| – | – | 0.01% | 469 |
|
|
2023
Q3 | $33.6K | Sell |
491
-653
| -57% | -$44.7K | 0.01% | 465 |
|
|
2023
Q2 | $80.6K | Hold |
1,144
| – | – | 0.03% | 343 |
|
|
2023
Q1 | $73.1K | Hold |
1,144
| – | – | 0.02% | 378 |
|
|
2022
Q4 | $66.9K | Sell |
1,144
-532
| -32% | -$31.1K | 0.02% | 392 |
|
|
2022
Q3 | $97K | Hold |
1,676
| – | – | 0.04% | 293 |
|
|
2022
Q2 | $102K | Hold |
1,676
| – | – | 0.04% | 294 |
|
|
2022
Q1 | $128K | Buy |
1,676
+27
| +2% | +$2.06K | 0.04% | 268 |
|
|
2021
Q4 | $138K | Buy |
1,649
+1,129
| +217% | +$94.5K | 0.05% | 249 |
|
|
2021
Q3 | $38K | Buy |
+520
| New | +$38K | 0.02% | 432 |
|