Carmichael Hill & Associates’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $289K | Sell |
|
|||||
|
2024
Q2 | $290K | Hold |
|
|||||
|
2024
Q1 | $265K | Sell |
|
|||||
|
2023
Q4 | $244K | Buy |
|
|||||
|
2023
Q3 | $138K | Hold |
|
|||||
|
2023
Q2 | $142K | Hold |
|
|||||
|
2023
Q1 | $129K | Hold |
|
|||||
|
2022
Q4 | $118K | Hold |
|
|||||
|
2022
Q3 | $117K | Hold |
|
|||||
|
2022
Q2 | $122K | Hold |
|
|||||
|
2022
Q1 | $154K | Hold |
|
|||||
|
2021
Q4 | $169K | Hold |
|
|||||
|
2021
Q3 | $149K | Hold |
|
|||||
|
2021
Q2 | $147K | Hold |
|
|||||
|
2021
Q1 | $131K | Sell |
|
|||||
|
2020
Q4 | $135K | Hold |
|
|||||
|
2020
Q3 | $122K | Hold |
|
|||||
|
2020
Q2 | $109K | Hold |
|
|||||
|
2020
Q1 | $87K | Hold |
|
|||||
|
2019
Q4 | $102K | Buy |
|