Accel Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,198
| Closed | -$76.5K | – | 526 |
|
|
2023
Q1 | $76.5K | Hold |
1,198
| – | – | 0.03% | 384 |
|
|
2022
Q4 | $70.1K | Hold |
1,198
| – | – | 0.03% | 303 |
|
|
2022
Q3 | $73K | Hold |
1,198
| – | – | 0.04% | 301 |
|
|
2022
Q2 | $75K | Sell |
1,198
-653
| -35% | -$40.9K | 0.04% | 281 |
|
|
2022
Q1 | $142K | Sell |
1,851
-527
| -22% | -$40.4K | 0.07% | 202 |
|
|
2021
Q4 | $199K | Buy |
2,378
+652
| +38% | +$54.6K | 0.1% | 169 |
|
|
2021
Q3 | $128K | Sell |
1,726
-650
| -27% | -$48.2K | 0.08% | 191 |
|
|
2021
Q2 | $173K | Buy |
2,376
+1
| +0% | +$73 | 0.11% | 173 |
|
|
2021
Q1 | $155K | Buy |
2,375
+79
| +3% | +$5.16K | 0.13% | 162 |
|
|
2020
Q4 | $147K | Buy |
+2,296
| New | +$147K | 0.14% | 155 |
|