DHJJ Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.08K | Hold |
28
| – | – | ﹤0.01% | 650 |
|
|
2025
Q1 | $2.6K | Hold |
28
| – | – | ﹤0.01% | 623 |
|
|
2024
Q4 | $2.84K | Hold |
28
| – | – | ﹤0.01% | 591 |
|
|
2024
Q3 | $2.68K | Hold |
28
| – | – | ﹤0.01% | 584 |
|
|
2024
Q2 | $2.59K | Hold |
28
| – | – | ﹤0.01% | 542 |
|
|
2024
Q1 | $2.37K | Hold |
28
| – | – | ﹤0.01% | 540 |
|
|
2023
Q4 | $2.1K | Hold |
28
| – | – | ﹤0.01% | 539 |
|
|
2023
Q3 | $1.92K | Buy |
+28
| New | +$1.92K | ﹤0.01% | 544 |
|