Burns Matteson Capital Management’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
2023
Q4
Sell
-3,440
Closed -$235K 161
2023
Q3
$235K Sell
3,440
-990
-22% -$67.7K 0.15% 125
2023
Q2
$312K Buy
+4,430
New +$312K 0.19% 121