Avion Wealth’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
Q2 | – | Sell |
-156
| Closed | -$14K | – | 1102 |
|
|
2024
Q1 | $14K | Hold |
156
| – | – | ﹤0.01% | 261 |
|
|
2023
Q4 | $12K | Hold |
156
| – | – | ﹤0.01% | 257 |
|
|
2023
Q3 | $10K | Hold |
156
| – | – | ﹤0.01% | 270 |
|
|
2023
Q2 | $10K | Hold |
156
| – | – | ﹤0.01% | 290 |
|
|
2023
Q1 | $9K | Hold |
156
| – | – | ﹤0.01% | 266 |
|
|
2022
Q4 | $9K | Hold |
156
| – | – | ﹤0.01% | 267 |
|
|
2022
Q3 | $9K | Hold |
156
| – | – | ﹤0.01% | 271 |
|
|
2022
Q2 | $9K | Hold |
156
| – | – | ﹤0.01% | 269 |
|
|
2022
Q1 | $12K | Hold |
156
| – | – | ﹤0.01% | 216 |
|
|
2021
Q4 | $13K | Hold |
156
| – | – | ﹤0.01% | 217 |
|
|
2021
Q3 | $12K | Hold |
156
| – | – | ﹤0.01% | 219 |
|
|
2021
Q2 | $11K | Hold |
156
| – | – | ﹤0.01% | 215 |
|
|
2021
Q1 | $10K | Hold |
156
| – | – | ﹤0.01% | 215 |
|
|
2020
Q4 | $10K | Hold |
156
| – | – | ﹤0.01% | 223 |
|
|
2020
Q3 | $9K | Buy |
+156
| New | +$9K | ﹤0.01% | 190 |
|