Clear Perspectives Financial Planning’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
2023
Q1
$6.77K Sell
2022
Q4
$13.5K Sell
2022
Q3
$84K Sell
2022
Q2
$199K Sell
2022
Q1
$367K Sell
2021
Q4
$407K Sell
2021
Q3
$441K Sell
2021
Q2
$470K Sell
2021
Q1
$463K Sell
2020
Q4
$518K Buy