Endurance 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
2023 Q2	$68K	Hold	960	–	–	0.01%	306
2023 Q1	$61K	Hold	960	–	–	0.01%	323
2022 Q4	$56K	Hold	960	–	–	0.01%	314
2022 Q3	$56K	Buy	960 +900	+1,500%	+$52.5K	0.01%	310
2022 Q2	$4K	Hold	60	–	–	﹤0.01%	542
2022 Q1	$5K	Hold	60	–	–	﹤0.01%	555
2021 Q4	$5K	Hold	60	–	–	﹤0.01%	545
2021 Q3	$4K	Hold	60	–	–	﹤0.01%	562
2021 Q2	$4K	Hold	60	–	–	﹤0.01%	567
2021 Q1	$4K	Hold	60	–	–	﹤0.01%	576
2020 Q4	$4K	Hold	60	–	–	﹤0.01%	539
2020 Q3	$3K	Hold	60	–	–	﹤0.01%	553
2020 Q2	$3K	Buy	60 +12	+25%	+$600	﹤0.01%	539
2020 Q1	$2K	Hold	48	–	–	﹤0.01%	512
2019 Q4	$2K	Sell	48 -40	-45%	-$1.67K	﹤0.01%	490
2019 Q3	$4K	Hold	88	–	–	﹤0.01%	465
2019 Q2	$4K	Hold	88	–	–	﹤0.01%	428
2019 Q1	$4K	Hold	88	–	–	﹤0.01%	430
2018 Q4	$3K	Hold	88	–	–	﹤0.01%	434
2018 Q3	$4K	Hold	88	–	–	﹤0.01%	437
2018 Q2	$4K	Hold	88	–	–	﹤0.01%	445
2018 Q1	$3K	Hold	88	–	–	﹤0.01%	476
2017 Q4	$3K	Hold	88	–	–	﹤0.01%	471
2017 Q3	$3K	Hold	88	–	–	﹤0.01%	463
2017 Q2	$3K	Buy	88 +4	+5%	+$136	﹤0.01%	469
2017 Q1	$3K	Hold	84	–	–	﹤0.01%	474
2016 Q4	$3K	Hold	84	–	–	﹤0.01%	456
2016 Q3	$3K	Hold	84	–	–	﹤0.01%	454
2016 Q2	$2K	Hold	84	–	–	﹤0.01%	465
2016 Q1	$2	Hold	84	–	–	﹤0.01%	474
2015 Q4	$2K	Hold	84	–	–	﹤0.01%	488
2015 Q3	$2K	Hold	84	–	–	﹤0.01%	484
2015 Q2	$2K	Buy	+84	New	+$2K	﹤0.01%	495