AJ Wealth Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $414K | Hold |
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|
2023
Q1 | $375K | Hold |
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|
2022
Q4 | $344K | Sell |
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|
2022
Q3 | $383K | Hold |
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|
2022
Q2 | $400K | Hold |
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|
2022
Q1 | $506K | Hold |
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|
2021
Q4 | $555K | Hold |
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|
2021
Q3 | $490K | Hold |
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|
2021
Q2 | $482K | Hold |
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|
2021
Q1 | $432K | Hold |
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|
2020
Q4 | $423K | Buy |
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