Bridge Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,981
| Closed | -$228K | – | 120 |
|
|
2022
Q1 | $228K | Sell |
2,981
-1,154
| -28% | -$88.3K | 0.1% | 87 |
|
|
2021
Q4 | $346K | Buy |
+4,135
| New | +$346K | 0.16% | 77 |
|
|
2021
Q1 | – | Sell |
-15,928
| Closed | -$1.02M | – | 85 |
|
|
2020
Q4 | $1.02M | Buy |
+15,928
| New | +$1.02M | 0.48% | 33 |
|