Cedar Brook Financial Partners’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
Q2 | – | Sell |
-7,011
| Closed | -$592K | – | 219 |
|
|
2024
Q1 | $592K | Buy |
7,011
+135
| +2% | +$11.4K | 0.12% | 183 |
|
|
2023
Q4 | $520K | Buy |
6,876
+856
| +14% | +$64.7K | 0.12% | 186 |
|
|
2023
Q3 | $412K | Buy |
6,020
+45
| +0.8% | +$3.08K | 0.11% | 196 |
|
|
2023
Q2 | $421K | Buy |
5,975
+87
| +1% | +$6.13K | 0.1% | 209 |
|
|
2023
Q1 | $376K | Sell |
5,888
-2,545
| -30% | -$163K | 0.1% | 224 |
|
|
2022
Q4 | $493K | Buy |
+8,433
| New | +$493K | 0.14% | 175 |
|
|
2022
Q2 | – | Sell |
-4,013
| Closed | -$306K | – | 370 |
|
|
2022
Q1 | $306K | Buy |
4,013
+1,075
| +37% | +$82K | 0.08% | 278 |
|
|
2021
Q4 | $246K | Buy |
+2,938
| New | +$246K | 0.06% | 323 |
|