Clear Perspective Advisors’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
2021
Q4
$200K Buy
2018
Q3
Sell
2018
Q2
$76K Buy
2018
Q1
$29K Hold
2017
Q4
$28K Hold
2017
Q3
$27K Buy