Corepath Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $430K | Hold |
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|
2023
Q3 | $412K | Hold |
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|
2023
Q2 | $423K | Hold |
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|
2023
Q1 | $380K | Hold |
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|
2022
Q4 | $345K | Hold |
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|
2022
Q3 | $346K | Hold |
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|
2022
Q2 | $362K | Hold |
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|
2022
Q1 | $413K | Sell |
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|
2021
Q4 | $500K | Sell |
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|
2021
Q3 | $468K | Sell |
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|
2021
Q2 | $484K | Hold |
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|
2021
Q1 | $437K | Sell |
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|
2020
Q4 | $432K | Buy |
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