Annapolis Financial Services’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
Q3 | $52.7K | Hold |
550
| – | – | 0.02% | 151 |
|
|
2024
Q2 | $50.9K | Hold |
550
| – | – | 0.02% | 145 |
|
|
2024
Q1 | $46.4K | Buy |
550
+31
| +6% | +$2.62K | 0.02% | 150 |
|
|
2023
Q4 | $39K | Hold |
519
| – | – | 0.01% | 224 |
|
|
2023
Q3 | $35.5K | Hold |
519
| – | – | 0.01% | 217 |
|
|
2023
Q2 | $36.6K | Hold |
519
| – | – | 0.01% | 209 |
|
|
2023
Q1 | $33.2K | Hold |
519
| – | – | 0.01% | 206 |
|
|
2022
Q4 | $30.4K | Hold |
519
| – | – | 0.01% | 207 |
|
|
2022
Q3 | $30K | Sell |
519
-221
| -30% | -$12.8K | 0.01% | 214 |
|
|
2022
Q2 | $45K | Hold |
740
| – | – | 0.02% | 181 |
|
|
2022
Q1 | $57K | Hold |
740
| – | – | 0.02% | 179 |
|
|
2021
Q4 | $62K | Hold |
740
| – | – | 0.02% | 171 |
|
|
2021
Q3 | $55K | Hold |
740
| – | – | 0.02% | 164 |
|
|
2021
Q2 | $54K | Hold |
740
| – | – | 0.02% | 157 |
|
|
2021
Q1 | $48K | Hold |
740
| – | – | 0.02% | 156 |
|
|
2020
Q4 | $47K | Buy |
+740
| New | +$47K | 0.02% | 149 |
|