Echo45 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
2023
Q2
Sell
-5,496
Closed -$351K 50
2023
Q1
$351K Sell
5,496
-278
-5% -$17.8K 0.29% 26
2022
Q4
$338K Buy
+5,774
New +$338K 0.3% 31