Baldwin Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,000
| Closed | -$306 | – | 220 |
|
|
2022
Q1 | $306 | Hold |
4,000
| – | – | 0.05% | 202 |
|
|
2021
Q4 | $335 | Hold |
4,000
| – | – | 0.05% | 197 |
|
|
2021
Q3 | $296K | Hold |
4,000
| – | – | 0.05% | 201 |
|
|
2021
Q2 | $291K | Hold |
4,000
| – | – | 0.05% | 209 |
|
|
2021
Q1 | $260K | Hold |
4,000
| – | – | 0.05% | 214 |
|
|
2020
Q4 | $255K | Buy |
+4,000
| New | +$255K | 0.05% | 208 |
|