55I LLC’s iShares S&P 500 Growth ETF IVW Stock Holding History

55I LLC’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$21.9M	Buy
2022 Q2	$15M	Buy
2022 Q1	$8.39M	Buy
2021 Q4	$4.75M	Sell
2021 Q3	$5.35M	Buy
2021 Q2	$4.1M	Buy
2021 Q1	$3.6M	Buy
2020 Q4	–	Sell
2020 Q3	$1.38M	Buy