AJ Wealth Strategies’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 | $414K | Hold |
5,876
| – | – | 0.02% | 199 |
|
|
2023
Q1 | $375K | Hold |
5,876
| – | – | 0.02% | 209 |
|
|
2022
Q4 | $344K | Sell |
5,876
-752
| -11% | -$44K | 0.02% | 216 |
|
|
2022
Q3 | $383K | Hold |
6,628
| – | – | 0.02% | 206 |
|
|
2022
Q2 | $400K | Hold |
6,628
| – | – | 0.02% | 205 |
|
|
2022
Q1 | $506K | Hold |
6,628
| – | – | 0.02% | 198 |
|
|
2021
Q4 | $555K | Hold |
6,628
| – | – | 0.03% | 188 |
|
|
2021
Q3 | $490K | Hold |
6,628
| – | – | 0.03% | 195 |
|
|
2021
Q2 | $482K | Hold |
6,628
| – | – | 0.03% | 185 |
|
|
2021
Q1 | $432K | Hold |
6,628
| – | – | 0.03% | 178 |
|
|
2020
Q4 | $423K | Buy |
+6,628
| New | +$423K | 0.04% | 157 |
|