Axiom Advisory’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 | $19.2M | Buy |
208,261
+3,395
| +2% | +$313K | 0.18% | 31 |
|
|
2024
Q2 | $17.7M | Buy |
204,866
+201,615
| +6,202% | +$17.4M | 0.19% | 30 |
|
|
2024
Q1 | $275K | Buy |
3,251
+3
| +0.1% | +$253 | 0.2% | 31 |
|
|
2023
Q4 | $244K | Buy |
3,248
+1
| +0% | +$75 | 0.2% | 30 |
|
|
2023
Q3 | $222K | Hold |
3,247
| – | – | 0.2% | 30 |
|
|
2023
Q2 | $229K | Sell |
3,247
-28
| -0.9% | -$1.97K | 0.2% | 29 |
|
|
2023
Q1 | $211K | Buy |
+3,275
| New | +$211K | 0.2% | 28 |
|
|
2022
Q2 | – | Sell |
-2,840
| Closed | -$217K | – | 29 |
|
|
2022
Q1 | $217K | Hold |
2,840
| – | – | 0.18% | 30 |
|
|
2021
Q4 | $238K | Buy |
+2,840
| New | +$238K | 0.2% | 29 |
|