9258 Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.31M | Sell |
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|
2024
Q2 | $1.41M | Sell |
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|
2024
Q1 | $1.29M | Sell |
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|
2023
Q4 | $1.15M | Buy |
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|
2023
Q3 | $1.03M | Buy |
|
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|
2023
Q2 | $1.03M | Buy |
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|
2023
Q1 | $927K | Sell |
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|
2022
Q4 | $858K | Sell |
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|
2022
Q3 | $904K | Sell |
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|
2022
Q2 | $1.01M | Sell |
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|
2022
Q1 | $1.32M | Buy |
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|
2021
Q4 | $1.35M | Buy |
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|
2021
Q3 | $968K | Buy |
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|
2021
Q2 | $946K | Buy |
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|
2021
Q1 | $824K | Buy |
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|
2020
Q4 | $793K | Sell |
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|
2020
Q3 | $666K | Buy |
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|
2020
Q2 | $615K | Hold |
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|
2020
Q1 | $549K | Hold |
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|
2019
Q4 | $574K | Buy |
|