Raab & Moskowitz Asset Management’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $430K | Hold |
3,909
| – | – | 0.1% | 141 |
|
|
2025
Q1 | $363K | Sell |
3,909
-843
| -18% | -$78.2K | 0.09% | 147 |
|
|
2024
Q4 | $482K | Hold |
4,752
| – | – | 0.12% | 129 |
|
|
2024
Q3 | $455K | Buy |
4,752
+1
| +0% | +$96 | 0.12% | 130 |
|
|
2024
Q2 | $440K | Buy |
4,751
+307
| +7% | +$28.4K | 0.12% | 123 |
|
|
2024
Q1 | $375K | Buy |
4,444
+705
| +19% | +$59.5K | 0.11% | 136 |
|
|
2023
Q4 | $281K | Sell |
3,739
-1
| -0% | -$75 | 0.09% | 146 |
|
|
2023
Q3 | $256K | Hold |
3,740
| – | – | 0.09% | 146 |
|
|
2023
Q2 | $264K | Buy |
3,740
+259
| +7% | +$18.3K | 0.09% | 147 |
|
|
2023
Q1 | $222K | Buy |
3,481
+32
| +0.9% | +$2.04K | 0.08% | 151 |
|
|
2022
Q4 | $202K | Buy |
+3,449
| New | +$202K | 0.08% | 153 |
|
|
2020
Q1 | – | Sell |
-1,796
| Closed | -$86K | – | 328 |
|
|
2019
Q4 | $86K | Buy |
+1,796
| New | +$86K | 0.03% | 208 |
|
|
2018
Q4 | – | Sell |
-1,796
| Closed | -$79K | – | 336 |
|
|
2018
Q3 | $79K | Sell |
1,796
-3,200
| -64% | -$141K | 0.03% | 224 |
|
|
2018
Q2 | $203K | Buy |
+4,996
| New | +$203K | 0.1% | 163 |
|
|
2015
Q1 | – | Sell |
-1,224
| Closed | -$34K | – | 252 |
|
|
2014
Q4 | $34K | Buy |
+1,224
| New | +$34K | 0.02% | 224 |
|