BBJS Financial Advisors’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 | $15M | Buy |
156,332
+43
| +0% | +$4.12K | 5.34% | 5 |
|
|
2024
Q2 | $14.5M | Sell |
156,289
-92
| -0.1% | -$8.51K | 5.39% | 6 |
|
|
2024
Q1 | $13.2M | Sell |
156,381
-11,153
| -7% | -$942K | 4.71% | 5 |
|
|
2023
Q4 | $12.6M | Sell |
167,534
-1,344
| -0.8% | -$101K | 4.37% | 5 |
|
|
2023
Q3 | $11.6M | Sell |
168,878
-8,517
| -5% | -$583K | 4.38% | 5 |
|
|
2023
Q2 | $12.5M | Sell |
177,395
-7,784
| -4% | -$549K | 5.01% | 4 |
|
|
2023
Q1 | $11.8M | Buy |
185,179
+24,512
| +15% | +$1.57M | 4.82% | 4 |
|
|
2022
Q4 | $9.4M | Buy |
+160,667
| New | +$9.4M | 4.24% | 6 |
|