Domani Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $2.19M | Buy |
34,255
+160
| +0.5% | +$10.2K | 0.51% | 30 |
|
|
2022
Q4 | $2M | Buy |
34,095
+9,580
| +39% | +$561K | 0.5% | 30 |
|
|
2022
Q3 | $1.42M | Hold |
24,515
| – | – | 0.42% | 31 |
|
|
2022
Q2 | $1.48M | Hold |
24,515
| – | – | 0.4% | 31 |
|
|
2022
Q1 | $1.87M | Hold |
24,515
| – | – | 0.41% | 34 |
|
|
2021
Q4 | $2.05M | Hold |
24,515
| – | – | 0.4% | 33 |
|
|
2021
Q3 | $1.81M | Sell |
24,515
-116
| -0.5% | -$8.57K | 0.38% | 35 |
|
|
2021
Q2 | $1.79M | Sell |
24,631
-1,300
| -5% | -$94.5K | 0.36% | 35 |
|
|
2021
Q1 | $1.69M | Buy |
25,931
+3,995
| +18% | +$260K | 0.33% | 34 |
|
|
2020
Q4 | $1.4M | Buy |
21,936
+1,576
| +8% | +$101K | 0.28% | 35 |
|
|
2020
Q3 | $1.18M | Hold |
20,360
| – | – | 0.26% | 41 |
|
|
2020
Q2 | $1.06M | Sell |
20,360
-14,264
| -41% | -$740K | 0.25% | 43 |
|
|
2020
Q1 | $1.43M | Buy |
+34,624
| New | +$1.43M | 0.38% | 35 |
|