Andrew Hill 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
Q4 | – | Sell |
-2,197
| Closed | -$210K | – | 55 |
|
|
2024
Q3 | $210K | Hold |
2,197
| – | – | 0.16% | 47 |
|
|
2024
Q2 | $203K | Buy |
+2,197
| New | +$203K | 0.17% | 47 |
|
|
2022
Q3 | – | Sell |
-3,435
| Closed | -$207K | – | 49 |
|
|
2022
Q2 | $207K | Buy |
3,435
+55
| +2% | +$3.31K | 0.3% | 41 |
|
|
2022
Q1 | $258K | Sell |
3,380
-502
| -13% | -$38.3K | 0.29% | 42 |
|
|
2021
Q4 | $324K | Buy |
+3,882
| New | +$324K | 0.3% | 43 |
|