Carolina Wealth Advisors’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
Q1 | – | Sell |
-932
| Closed | -$70K | – | 238 |
|
|
2023
Q4 | $70K | Hold |
932
| – | – | 0.04% | 99 |
|
|
2023
Q3 | $63.8K | Hold |
932
| – | – | 0.04% | 114 |
|
|
2023
Q2 | $65.7K | Hold |
932
| – | – | 0.04% | 93 |
|
|
2023
Q1 | $59.5K | Hold |
932
| – | – | 0.03% | 101 |
|
|
2022
Q4 | $55K | Hold |
932
| – | – | 0.03% | 95 |
|
|
2022
Q3 | $54K | Hold |
932
| – | – | 0.04% | 92 |
|
|
2022
Q2 | $56K | Hold |
932
| – | – | 0.04% | 112 |
|
|
2022
Q1 | $71K | Hold |
932
| – | – | 0.04% | 110 |
|
|
2021
Q4 | $78K | Hold |
932
| – | – | 0.04% | 116 |
|
|
2021
Q3 | $69K | Hold |
932
| – | – | 0.05% | 118 |
|
|
2021
Q2 | $68K | Hold |
932
| – | – | 0.05% | 125 |
|
|
2021
Q1 | $61K | Hold |
932
| – | – | 0.04% | 127 |
|
|
2020
Q4 | $59K | Buy |
+932
| New | +$59K | 0.05% | 69 |
|