Annapolis Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $52.7K | Hold |
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|
2024
Q2 | $50.9K | Hold |
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|
2024
Q1 | $46.4K | Buy |
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|
2023
Q4 | $39K | Hold |
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|
2023
Q3 | $35.5K | Hold |
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|
2023
Q2 | $36.6K | Hold |
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|
2023
Q1 | $33.2K | Hold |
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|
2022
Q4 | $30.4K | Hold |
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|
2022
Q3 | $30K | Sell |
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|
2022
Q2 | $45K | Hold |
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|
2022
Q1 | $57K | Hold |
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|
2021
Q4 | $62K | Hold |
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|
2021
Q3 | $55K | Hold |
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|
2021
Q2 | $54K | Hold |
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|
2021
Q1 | $48K | Hold |
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|
2020
Q4 | $47K | Buy |
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