Zullo Investment Group’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 | $377K | Hold |
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|
2025
Q2 | $343K | Buy |
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|
2025
Q1 | $289K | Hold |
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|
2024
Q4 | $317K | Hold |
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|
2024
Q3 | $299K | Sell |
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|
2024
Q2 | $293K | Hold |
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|
2024
Q1 | $267K | Sell |
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|
2023
Q4 | $242K | Sell |
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|
2023
Q3 | $222K | Sell |
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|
2023
Q2 | $229K | Sell |
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|
2023
Q1 | $213K | Sell |
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|
2022
Q4 | $195K | Buy |
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|
2022
Q3 | $193K | Sell |
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|
2022
Q2 | $202K | Hold |
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|
2022
Q1 | $255K | Sell |
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|
2021
Q4 | $459K | Buy |
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