Bard Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-55,000
| Closed | -$3.88M | – | 267 |
|
|
2023
Q2 | $3.88M | Hold |
55,000
| – | – | 0.29% | 83 |
|
|
2023
Q1 | $3.51M | Hold |
55,000
| – | – | 0.28% | 84 |
|
|
2022
Q4 | $3.22M | Hold |
55,000
| – | – | 0.27% | 87 |
|
|
2022
Q3 | $3.18M | Hold |
55,000
| – | – | 0.3% | 84 |
|
|
2022
Q2 | $3.32M | Hold |
55,000
| – | – | 0.3% | 82 |
|
|
2022
Q1 | $4.2M | Hold |
55,000
| – | – | 0.34% | 74 |
|
|
2021
Q4 | $4.6M | Hold |
55,000
| – | – | 0.37% | 65 |
|
|
2021
Q3 | $4.07M | Hold |
55,000
| – | – | 0.36% | 72 |
|
|
2021
Q2 | $4M | Hold |
55,000
| – | – | 0.36% | 76 |
|
|
2021
Q1 | $3.58M | Hold |
55,000
| – | – | 0.35% | 79 |
|
|
2020
Q4 | $3.51M | Buy |
+55,000
| New | +$3.51M | 0.35% | 77 |
|