BSWA
Bromfield Sneider Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.29M | Hold |
15,274
| – | – | 0.8% | 16 |
|
|
2023
Q4 | $1.15M | Sell |
15,274
-850
| -5% | -$63.8K | 0.78% | 15 |
|
|
2023
Q3 | $1.1M | Sell |
16,124
-705
| -4% | -$48.2K | 0.83% | 15 |
|
|
2023
Q2 | $1.19M | Hold |
16,829
| – | – | 0.94% | 13 |
|
|
2023
Q1 | $1.08M | Hold |
16,829
| – | – | 0.91% | 13 |
|
|
2022
Q4 | $985K | Hold |
16,829
| – | – | 0.91% | 14 |
|
|
2022
Q3 | $974K | Hold |
16,829
| – | – | 1.15% | 11 |
|
|
2022
Q2 | $1.02M | Sell |
16,829
-165
| -1% | -$9.96K | 1.24% | 10 |
|
|
2022
Q1 | $1.3M | Hold |
16,994
| – | – | 1.36% | 7 |
|
|
2021
Q4 | $1.42M | Buy |
+16,994
| New | +$1.42M | 1.45% | 7 |
|