Beam Wealth 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
2020 Q2	–	Sell	-9,160	Closed	-$378K	–	152
2020 Q1	$378K	Sell	9,160 -20,976	-70%	-$866K	0.37%	86
2019 Q4	$1.46M	Buy	+30,136	New	+$1.46M	1.36%	14