DWP
Destiny Wealth Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,010
| Closed | -$254K | – | 166 |
|
|
2024
Q1 | $254K | Buy |
+3,010
| New | +$254K | 0.05% | 135 |
|
|
2023
Q1 | – | Sell |
-3,312
| Closed | -$194K | – | 406 |
|
|
2022
Q4 | $194K | Sell |
3,312
-117,528
| -97% | -$6.88M | 0.04% | 178 |
|
|
2022
Q3 | $6.99M | Sell |
120,840
-1,625
| -1% | -$94K | 1.57% | 22 |
|
|
2022
Q2 | $7.39M | Sell |
122,465
-28,256
| -19% | -$1.71M | 1.63% | 23 |
|
|
2022
Q1 | $11.5M | Buy |
150,721
+23,019
| +18% | +$1.76M | 2.24% | 10 |
|
|
2021
Q4 | $10.7M | Buy |
127,702
+1,489
| +1% | +$125K | 2.06% | 10 |
|
|
2021
Q3 | $9.33M | Sell |
126,213
-14,767
| -10% | -$1.09M | 1.87% | 12 |
|
|
2021
Q2 | $10.3M | Sell |
140,980
-6,537
| -4% | -$475K | 1.96% | 9 |
|
|
2021
Q1 | $9.61M | Sell |
147,517
-5,303
| -3% | -$345K | 2% | 10 |
|
|
2020
Q4 | $9.75M | Buy |
+152,820
| New | +$9.75M | 2.03% | 9 |
|