Doyle Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $249K | Buy |
4,303
+1
| +0% | +$58 | 0.02% | 181 |
|
|
2022
Q2 | $260K | Buy |
4,302
+764
| +22% | +$46.2K | 0.02% | 186 |
|
|
2022
Q1 | $270K | Buy |
3,538
+263
| +8% | +$20.1K | 0.02% | 207 |
|
|
2021
Q4 | $274K | Buy |
+3,275
| New | +$274K | 0.02% | 194 |
|
|
2019
Q3 | – | Sell |
-2,972
| Closed | -$133K | – | 469 |
|
|
2019
Q2 | $133K | Buy |
+2,972
| New | +$133K | 0.02% | 238 |
|
|
2019
Q1 | – | Sell |
-2,424
| Closed | -$91K | – | 450 |
|
|
2018
Q4 | $91K | Buy |
+2,424
| New | +$91K | 0.02% | 269 |
|