BSW Wealth Partners’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
-2,728
Closed -$208K 295
2022
Q1
$208K Hold
2,728
0.05% 272
2021
Q4
$228K Hold
2,728
0.06% 229
2021
Q3
$202K Buy
+2,728
New +$202K 0.06% 236