Compagnie Lombard Odier SCmA’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
2025
Q1
Hold
0
494
2024
Q4
Sell
-3,799
Closed -$364K 472
2024
Q3
$364K Buy
+3,799
New +$364K 0.01% 199
2022
Q3
Hold
0
678
2022
Q2
Hold
0
624