DB Wealth Management Group’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $16.4K | Buy |
219
+1
| +0.5% | +$75 | 0.01% | 250 |
|
|
2023
Q3 | $14.9K | Hold |
218
| – | – | 0.01% | 248 |
|
|
2023
Q2 | $15.3K | Buy |
218
+1
| +0.5% | +$70 | 0.01% | 251 |
|
|
2023
Q1 | $13.9K | Buy |
217
+1
| +0.5% | +$64 | 0.01% | 256 |
|
|
2022
Q4 | $12.7K | Sell |
216
-671
| -76% | -$39.3K | 0.01% | 259 |
|
|
2022
Q3 | $51K | Buy |
887
+672
| +313% | +$38.6K | 0.04% | 150 |
|
|
2022
Q2 | $13K | Hold |
215
| – | – | 0.01% | 270 |
|
|
2022
Q1 | $16K | Hold |
215
| – | – | 0.01% | 271 |
|
|
2021
Q4 | $18K | Buy |
215
+1
| +0.5% | +$84 | 0.01% | 233 |
|
|
2021
Q3 | $16K | Hold |
214
| – | – | 0.01% | 233 |
|
|
2021
Q2 | $16K | Hold |
214
| – | – | 0.01% | 236 |
|
|
2021
Q1 | $14K | Buy |
214
+1
| +0.5% | +$65 | 0.01% | 253 |
|
|
2020
Q4 | $14K | Buy |
+213
| New | +$14K | 0.01% | 246 |
|