ERn Financial LLC’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 | – | Sell |
-235,868
| Closed | -$18M | – | 182 |
|
|
2022
Q1 | $18M | Buy |
+235,868
| New | +$18M | 3.99% | 2 |
|
|
2020
Q1 | – | Sell |
-4,780
| Closed | -$231K | – | 74 |
|
|
2019
Q4 | $231K | Hold |
4,780
| – | – | 0.13% | 62 |
|
|
2019
Q3 | $215K | Sell |
4,780
-284
| -6% | -$12.8K | 0.15% | 55 |
|
|
2019
Q2 | $227K | Hold |
5,064
| – | – | 0.17% | 52 |
|
|
2019
Q1 | $222K | Buy |
+5,064
| New | +$222K | 0.13% | 68 |
|