Matthew Hamilton Rosenberg’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
2026 Q1	$9.95K	Hold	88	–	–	﹤0.01%	612
2025 Q4	$10.8K	Hold	88	–	–	﹤0.01%	619
2025 Q3	$10.6K	Hold	88	–	–	﹤0.01%	623
2025 Q2	$9.69K	Hold	88	–	–	﹤0.01%	659
2025 Q1	$8.17K	Sell	88 -83	-49%	-$8.37K	﹤0.01%	663
2024 Q4	$17.4K	Sell	171 -301	-64%	-$30K	﹤0.01%	559
2024 Q3	$45.2K	Sell	472 -27	-5%	-$2.49K	0.01%	443
2024 Q2	$46.5K	Buy	499 +135	+37%	+$11.6K	0.01%	429
2024 Q1	$30.8K	Sell	364 -127	-26%	-$10.2K	0.01%	488
2023 Q4	$36.9K	Hold	491	–	–	0.01%	469
2023 Q3	$33.6K	Sell	491 -653	-57%	-$46.2K	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%	-$31.9K	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%	+$2.03K	0.04%	268
2021 Q4	$138K	Buy	1,649 +1,129	+217%	+$91K	0.05%	249
2021 Q3	$38K	Buy	+520	New	+$39.6K	0.02%	432