DB Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $16.4K | Buy |
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|
2023
Q3 | $14.9K | Hold |
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|
2023
Q2 | $15.3K | Buy |
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|
2023
Q1 | $13.9K | Buy |
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|
2022
Q4 | $12.7K | Sell |
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|
2022
Q3 | $51K | Buy |
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|
2022
Q2 | $13K | Hold |
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|
2022
Q1 | $16K | Hold |
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|
2021
Q4 | $18K | Buy |
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|
2021
Q3 | $16K | Hold |
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|
2021
Q2 | $16K | Hold |
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|
2021
Q1 | $14K | Buy |
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|
2020
Q4 | $14K | Buy |
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