BerganKDV Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $356K | Hold |
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|
2023
Q1 | $322K | Sell |
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|
2022
Q4 | $422K | Buy |
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|
2022
Q3 | $339K | Hold |
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|
2022
Q2 | $354K | Hold |
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|
2022
Q1 | $448K | Sell |
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|
2021
Q4 | $686K | Buy |
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|
2021
Q3 | $523K | Sell |
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|
2021
Q2 | $528K | Buy |
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|
2021
Q1 | $467K | Hold |
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|
2020
Q4 | $458K | Sell |
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|
2020
Q3 | $416K | Buy |
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|
2020
Q2 | $373K | Buy |
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|
2020
Q1 | $147K | Hold |
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|
2019
Q4 | $172K | Buy |
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|
2019
Q3 | $79K | Hold |
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|
2019
Q2 | $79K | Sell |
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|
2019
Q1 | $103K | Hold |
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|
2018
Q4 | $90K | Buy |
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|
2018
Q3 | $106K | Sell |
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|
2018
Q2 | $105K | Buy |
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