DeDora Capital’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
2022
Q2
Sell
-792
Closed -$60K 246
2022
Q1
$60K Buy
+792
New +$59.5K 0.02% 153
2020
Q1
Sell
-2,272
Closed -$110K 103
2019
Q4
$110K Buy
+2,272
New +$105K 0.07% 96

Other funds holding IVW

DeDora Capital's IVW Position: Q2 2022 in Review

DeDora Capital sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2022, closing a stake of 792 shares — an estimated $60K sold.

DeDora Capital first reported a position in IVW in Q4 2019 and held it in 2 quarters. The position peaked at $110K in Q4 2019. 1,208 funds tracked by Wall St. Rank hold IVW as of Q2 2022.

  • DeDora Capital reported no remaining iShares S&P 500 Growth ETF position as of Q2 2022 after selling out during the quarter.
  • DeDora Capital sold 792 iShares S&P 500 Growth ETF shares in Q2 2022, an estimated $60K.
  • DeDora Capital first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and held it in 2 quarters.
  • DeDora Capital's iShares S&P 500 Growth ETF position peaked at $110K in Q4 2019.
  • 1,208 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2022.

Based on DeDora Capital's 13F filing for Q2 2022, filed 27 Jul 2022.