Bromfield Sneider Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Bromfield Sneider Wealth Advisors’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$1.29M	Hold
2023 Q4	$1.15M	Sell
2023 Q3	$1.1M	Sell
2023 Q2	$1.19M	Hold
2023 Q1	$1.08M	Hold
2022 Q4	$985K	Hold
2022 Q3	$974K	Hold
2022 Q2	$1.02M	Sell
2022 Q1	$1.3M	Hold
2021 Q4	$1.42M	Buy