Bragg 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,466
| Closed | -$228K | – | 324 |
|
|
2024
Q2 | $228K | Sell |
2,466
-1
| -0% | -$93 | 0.01% | 305 |
|
|
2024
Q1 | $208K | Buy |
+2,467
| New | +$208K | 0.01% | 318 |
|
|
2022
Q1 | – | Sell |
-3,181
| Closed | -$235K | – | 318 |
|
|
2021
Q4 | $235K | Hold |
3,181
| – | – | 0.02% | 283 |
|
|
2021
Q3 | $235K | Buy |
+3,181
| New | +$235K | 0.02% | 283 |
|