Atlas Capital 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
Q1 | – | Sell |
-500
| Closed | -$37.6K | – | 931 |
|
|
2023
Q4 | $37.6K | Hold |
500
| – | – | 0.01% | 625 |
|
|
2023
Q3 | $34.2K | Sell |
500
-2,566
| -84% | -$176K | 0.01% | 584 |
|
|
2023
Q2 | $216K | Buy |
3,066
+2,666
| +667% | +$188K | 0.03% | 353 |
|
|
2023
Q1 | $25.6K | Hold |
400
| – | – | ﹤0.01% | 648 |
|
|
2022
Q4 | $23.4K | Hold |
400
| – | – | ﹤0.01% | 647 |
|
|
2022
Q3 | $23.1K | Hold |
400
| – | – | ﹤0.01% | 638 |
|
|
2022
Q2 | $24.1K | Hold |
400
| – | – | ﹤0.01% | 655 |
|
|
2022
Q1 | $30.6K | Buy |
+400
| New | +$30.6K | ﹤0.01% | 593 |
|