BMS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $333K | Buy |
4,731
+1,352
| +40% | +$95.3K | 0.22% | 87 |
|
|
2023
Q1 | $216K | Buy |
3,379
+737
| +28% | +$47.1K | 0.15% | 107 |
|
|
2022
Q4 | $221K | Buy |
+2,642
| New | +$221K | 0.15% | 90 |
|
|
2022
Q3 | – | Sell |
-2,642
| Closed | -$221K | – | 108 |
|
|
2022
Q2 | $221K | Sell |
2,642
-123,874
| -98% | -$10.4M | 0.14% | 93 |
|
|
2022
Q1 | $9.66M | Buy |
126,516
+123,874
| +4,689% | +$9.46M | 6.14% | 5 |
|
|
2021
Q4 | $221K | Buy |
+2,642
| New | +$221K | 0.14% | 91 |
|