Atlas Private Wealth Management’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
Q1 | $3.81M | Buy |
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|
2023
Q4 | $3.34M | Buy |
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|
2023
Q3 | $3M | Buy |
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|
2023
Q2 | $2.99M | Sell |
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|
2023
Q1 | $2.72M | Sell |
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|
2022
Q4 | $65M | Buy |
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|
2022
Q3 | $2.59M | Buy |
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|
2022
Q2 | $2.66M | Buy |
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|
2022
Q1 | $3.28M | Buy |
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|
2021
Q4 | $3.36M | Sell |
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|
2021
Q3 | $3.05M | Sell |
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|
2021
Q2 | $3.33M | Sell |
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|
2021
Q1 | $3.33M | Buy |
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|
2020
Q4 | $3.12M | Sell |
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|
2020
Q3 | $2.9M | Sell |
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|
2020
Q2 | $2.69M | Sell |
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|
2020
Q1 | $2.29M | Buy |
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|
2019
Q4 | $2.64M | Buy |
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