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Adams Chetwood Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Adams Chetwood Wealth Management’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-10,692
Closed -$790K – 76
2021
Q3 		$790K Hold
10,692
– – 0.57% 39
2021
Q2 		$778K Hold
10,692
– – 0.55% 40
2021
Q1 		$696K Hold
10,692
– – 0.53% 44
2020
Q4 		$682K Buy
+10,692
New +$682K 0.57% 39