BBJS Financial Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$15M Buy
2024
Q2
$14.5M Sell
2024
Q1
$13.2M Sell
2023
Q4
$12.6M Sell
2023
Q3
$11.6M Sell
2023
Q2
$12.5M Sell
2023
Q1
$11.8M Buy
2022
Q4
$9.4M Buy