Cedar Brook Financial Partners’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
Q2
Sell
2024
Q1
$592K Buy
2023
Q4
$520K Buy
2023
Q3
$412K Buy
2023
Q2
$421K Buy
2023
Q1
$376K Sell
2022
Q4
$493K Buy
2022
Q2
Sell
2022
Q1
$306K Buy
2021
Q4
$246K Buy