Baron Financial Group’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
Q3 | – | Sell |
-1,502
| Closed | -$90.6K | – | 124 |
|
|
2022
Q2 | $90.6K | Buy |
1,502
+3
| +0.2% | +$181 | 0.06% | 63 |
|
|
2022
Q1 | $114K | Buy |
1,499
+2
| +0.1% | +$153 | 0.07% | 60 |
|
|
2021
Q4 | $125K | Sell |
1,497
-16
| -1% | -$1.34K | 0.07% | 58 |
|
|
2021
Q3 | $112K | Hold |
1,513
| – | – | 0.07% | 62 |
|
|
2021
Q2 | $110K | Sell |
1,513
-16
| -1% | -$1.16K | 0.07% | 64 |
|
|
2021
Q1 | $99.5K | Hold |
1,529
| – | – | 0.07% | 66 |
|
|
2020
Q4 | $97.6K | Buy |
1,529
+5
| +0.3% | +$319 | 0.08% | 64 |
|
|
2020
Q3 | $88.1K | Buy |
+1,524
| New | +$88.1K | 0.08% | 65 |
|