Curi Wealth Management’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
2022
Q3
Sell
-1,000
Closed -$60K 443
2022
Q2
$60K Hold
1,000
0.01% 213
2022
Q1
$76K Buy
+1,000
New +$76K 0.01% 180