Alternative Investment Advisors’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
2024
Q2
Sell
-9,969
Closed -$843K 50
2024
Q1
$843K Buy
9,969
+1,555
+18% +$132K 0.51% 30
2023
Q4
$632K Buy
+8,414
New +$632K 0.41% 33