Capstone Triton Financial Group’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
2024
Q4
$220K Hold
2,165
0.14% 100
2024
Q3
$207K Hold
2,165
0.13% 102
2024
Q2
$200K Buy
+2,165
New +$200K 0.14% 95
2021
Q1
Sell
-1,188
Closed -$76K 216
2020
Q4
$76K Buy
+1,188
New +$76K 0.05% 166