Edge Capital Group’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $330K | Hold |
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|
2024
Q3 | $311K | Hold |
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|
2024
Q2 | $301K | Hold |
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|
2024
Q1 | $275K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $249K | Sell |
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|
2022
Q2 | $274K | Sell |
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|
2022
Q1 | $377K | Buy |
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|
2021
Q4 | $343K | Hold |
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|
2021
Q3 | $303K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $2M | Hold |
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|
2020
Q3 | $1.81M | Hold |
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|
2020
Q2 | $1.63M | Hold |
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|
2020
Q1 | $1.3M | Buy |
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