Steigerwald Gordon & Koch’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
Q3
$260K Sell
2025
Q2
$413K Hold
2025
Q1
$348K Sell
2024
Q4
$406K Hold
2024
Q3
$383K Hold
2024
Q2
$370K Buy
2024
Q1
$308K Hold
2023
Q4
$274K Hold
2023
Q3
$249K Hold
2023
Q2
$257K Hold
2023
Q1
$233K Sell
2022
Q4
$215K Hold
2022
Q3
$213K Hold
2022
Q2
$222K Hold
2022
Q1
$281K Hold
2021
Q4
$308K Hold
2021
Q3
$272K Hold
2021
Q2
$268K Buy