Emerson 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $47K | Hold |
772
| – | – | 0.03% | 37 |
|
|
2022
Q1 | $59K | Hold |
772
| – | – | 0.03% | 36 |
|
|
2021
Q4 | $65K | Hold |
772
| – | – | 0.03% | 30 |
|
|
2021
Q3 | $57K | Hold |
772
| – | – | 0.03% | 27 |
|
|
2021
Q2 | $56K | Hold |
772
| – | – | 0.03% | 27 |
|
|
2021
Q1 | $50K | Buy |
+772
| New | +$50K | 0.03% | 26 |
|