SGK
Steigerwald Gordon & Koch’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 | $413K | Hold |
3,751
| – | – | 0.04% | 88 |
|
|
2025
Q1 | $348K | Sell |
3,751
-244
| -6% | -$22.7K | 0.04% | 94 |
|
|
2024
Q4 | $406K | Hold |
3,995
| – | – | 0.05% | 88 |
|
|
2024
Q3 | $383K | Hold |
3,995
| – | – | 0.04% | 92 |
|
|
2024
Q2 | $370K | Buy |
3,995
+349
| +10% | +$32.3K | 0.04% | 90 |
|
|
2024
Q1 | $308K | Hold |
3,646
| – | – | 0.04% | 99 |
|
|
2023
Q4 | $274K | Hold |
3,646
| – | – | 0.04% | 101 |
|
|
2023
Q3 | $249K | Hold |
3,646
| – | – | 0.04% | 97 |
|
|
2023
Q2 | $257K | Hold |
3,646
| – | – | 0.04% | 95 |
|
|
2023
Q1 | $233K | Sell |
3,646
-35
| -1% | -$2.24K | 0.03% | 99 |
|
|
2022
Q4 | $215K | Hold |
3,681
| – | – | 0.03% | 104 |
|
|
2022
Q3 | $213K | Hold |
3,681
| – | – | 0.04% | 97 |
|
|
2022
Q2 | $222K | Hold |
3,681
| – | – | 0.04% | 102 |
|
|
2022
Q1 | $281K | Hold |
3,681
| – | – | 0.04% | 95 |
|
|
2021
Q4 | $308K | Hold |
3,681
| – | – | 0.05% | 90 |
|
|
2021
Q3 | $272K | Hold |
3,681
| – | – | 0.04% | 96 |
|
|
2021
Q2 | $268K | Buy |
+3,681
| New | +$268K | 0.04% | 94 |
|