Connectus Wealth’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
Q1 | – | Sell |
-15,880
| Closed | -$1.19M | – | 433 |
|
|
2023
Q4 | $1.19M | Buy |
15,880
+2,819
| +22% | +$212K | 0.02% | 315 |
|
|
2023
Q3 | $894K | Sell |
13,061
-420
| -3% | -$28.7K | 0.02% | 325 |
|
|
2023
Q2 | $950K | Buy |
13,481
+4
| +0% | +$282 | 0.02% | 284 |
|
|
2023
Q1 | $861K | Buy |
13,477
+5
| +0% | +$319 | 0.02% | 295 |
|
|
2022
Q4 | $788K | Buy |
13,472
+4
| +0% | +$234 | 0.02% | 306 |
|
|
2022
Q3 | $779K | Sell |
13,468
-231
| -2% | -$13.4K | 0.02% | 361 |
|
|
2022
Q2 | $827K | Buy |
13,699
+420
| +3% | +$25.4K | 0.02% | 291 |
|
|
2022
Q1 | $1.11M | Buy |
+13,279
| New | +$1.11M | 0.04% | 231 |
|