9WM
9258 Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.31M | Sell |
13,645
-1,638
| -11% | -$157K | 0.19% | 102 |
|
|
2024
Q2 | $1.41M | Sell |
15,283
-38
| -0.2% | -$3.52K | 0.22% | 91 |
|
|
2024
Q1 | $1.29M | Sell |
15,321
-1
| -0% | -$84 | 0.2% | 94 |
|
|
2023
Q4 | $1.15M | Buy |
15,322
+198
| +1% | +$14.9K | 0.2% | 98 |
|
|
2023
Q3 | $1.03M | Buy |
15,124
+514
| +4% | +$35.2K | 0.2% | 98 |
|
|
2023
Q2 | $1.03M | Buy |
14,610
+108
| +0.7% | +$7.61K | 0.19% | 97 |
|
|
2023
Q1 | $927K | Sell |
14,502
-171
| -1% | -$10.9K | 0.19% | 101 |
|
|
2022
Q4 | $858K | Sell |
14,673
-949
| -6% | -$55.5K | 0.19% | 107 |
|
|
2022
Q3 | $904K | Sell |
15,622
-1,200
| -7% | -$69.4K | 0.23% | 97 |
|
|
2022
Q2 | $1.02M | Sell |
16,822
-457
| -3% | -$27.6K | 0.26% | 92 |
|
|
2022
Q1 | $1.32M | Buy |
17,279
+1,107
| +7% | +$84.6K | 0.31% | 71 |
|
|
2021
Q4 | $1.35M | Buy |
16,172
+3,077
| +23% | +$257K | 0.31% | 65 |
|
|
2021
Q3 | $968K | Buy |
13,095
+87
| +0.7% | +$6.43K | 0.26% | 91 |
|
|
2021
Q2 | $946K | Buy |
13,008
+350
| +3% | +$25.5K | 0.25% | 95 |
|
|
2021
Q1 | $824K | Buy |
12,658
+228
| +2% | +$14.8K | 0.25% | 99 |
|
|
2020
Q4 | $793K | Buy |
12,430
+574
| +5% | +$36.6K | 0.26% | 95 |
|
|
2020
Q3 | $666K | Buy |
11,856
+8,892
| +300% | +$500K | 0.25% | 98 |
|
|
2020
Q2 | $615K | Hold |
2,964
| – | – | 0.25% | 112 |
|
|
2020
Q1 | $549K | Hold |
2,964
| – | – | 0.24% | 120 |
|
|
2019
Q4 | $574K | Buy |
+2,964
| New | +$574K | 0.21% | 130 |
|