Bedel Financial Consulting’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-36
| Closed | -$3K | – | 1036 |
|
|
2021
Q3 | $3K | Hold |
36
| – | – | ﹤0.01% | 843 |
|
|
2021
Q2 | $3K | Hold |
36
| – | – | ﹤0.01% | 834 |
|
|
2021
Q1 | $2K | Hold |
36
| – | – | ﹤0.01% | 853 |
|
|
2020
Q4 | $2K | Hold |
36
| – | – | ﹤0.01% | 755 |
|
|
2020
Q3 | $2K | Hold |
36
| – | – | ﹤0.01% | 718 |
|
|
2020
Q2 | $2K | Buy |
+36
| New | +$2K | ﹤0.01% | 690 |
|