BlackDiamond Wealth Management’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 | – | Sell |
-2,739
| Closed | -$239K | – | 168 |
|
|
2024
Q2 | $239K | Buy |
+2,739
| New | +$239K | 0.16% | 126 |
|
|
2023
Q1 | – | Sell |
-5,507
| Closed | -$324K | – | 123 |
|
|
2022
Q4 | $324K | Hold |
5,507
| – | – | 0.37% | 69 |
|
|
2022
Q3 | $340K | Hold |
5,507
| – | – | 0.41% | 66 |
|
|
2022
Q2 | $356K | Sell |
5,507
-1,190
| -18% | -$76.9K | 0.44% | 65 |
|
|
2022
Q1 | $512K | Sell |
6,697
-104
| -2% | -$7.95K | 0.61% | 46 |
|
|
2021
Q4 | $569K | Buy |
+6,801
| New | +$569K | 0.65% | 45 |
|