Affiance Financial’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
Q1 | – | Sell |
-48
| Closed | -$2.81K | – | 253 |
|
|
2022
Q4 | $2.81K | Hold |
48
| – | – | ﹤0.01% | 365 |
|
|
2022
Q3 | $3K | Sell |
48
-196
| -80% | -$12.3K | ﹤0.01% | 130 |
|
|
2022
Q2 | $15K | Buy |
244
+48
| +24% | +$2.95K | 0.01% | 109 |
|
|
2022
Q1 | $15K | Hold |
196
| – | – | 0.01% | 123 |
|
|
2021
Q4 | $16K | Hold |
196
| – | – | 0.01% | 136 |
|
|
2021
Q3 | $14K | Hold |
196
| – | – | 0.01% | 143 |
|
|
2021
Q2 | $14K | Hold |
196
| – | – | 0.01% | 148 |
|
|
2021
Q1 | $13K | Hold |
196
| – | – | 0.01% | 144 |
|
|
2020
Q4 | $13K | Hold |
196
| – | – | 0.01% | 128 |
|
|
2020
Q3 | $11K | Hold |
196
| – | – | 0.01% | 128 |
|
|
2020
Q2 | $10K | Hold |
196
| – | – | 0.01% | 123 |
|
|
2020
Q1 | $8K | Hold |
196
| – | – | 0.01% | 120 |
|
|
2019
Q4 | $9K | Buy |
+196
| New | +$9K | 0.01% | 135 |
|