Zullo Investment Group’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 | $343K | Buy |
3,119
+1
| +0% | +$110 | 0.14% | 109 |
|
|
2025
Q1 | $289K | Hold |
3,118
| – | – | 0.12% | 120 |
|
|
2024
Q4 | $317K | Hold |
3,118
| – | – | 0.13% | 117 |
|
|
2024
Q3 | $299K | Sell |
3,118
-45
| -1% | -$4.31K | 0.12% | 122 |
|
|
2024
Q2 | $293K | Hold |
3,163
| – | – | 0.13% | 120 |
|
|
2024
Q1 | $267K | Sell |
3,163
-62
| -2% | -$5.24K | 0.13% | 130 |
|
|
2023
Q4 | $242K | Sell |
3,225
-15
| -0.5% | -$1.13K | 0.12% | 126 |
|
|
2023
Q3 | $222K | Sell |
3,240
-15
| -0.5% | -$1.03K | 0.13% | 127 |
|
|
2023
Q2 | $229K | Sell |
3,255
-72
| -2% | -$5.08K | 0.13% | 123 |
|
|
2023
Q1 | $213K | Sell |
3,327
-13
| -0.4% | -$831 | 0.13% | 130 |
|
|
2022
Q4 | $195K | Buy |
3,340
+6
| +0.2% | +$351 | 0.12% | 136 |
|
|
2022
Q3 | $193K | Sell |
3,334
-11
| -0.3% | -$637 | 0.12% | 132 |
|
|
2022
Q2 | $202K | Hold |
3,345
| – | – | 0.13% | 136 |
|
|
2022
Q1 | $255K | Sell |
3,345
-2,143
| -39% | -$163K | 0.13% | 128 |
|
|
2021
Q4 | $459K | Buy |
+5,488
| New | +$459K | 0.24% | 87 |
|