Estate Counselors’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
2024
Q1
Sell
-57,760
Closed -$4.34M 135
2023
Q4
$4.34M Buy
57,760
+53,000
+1,113% +$3.98M 0.54% 39
2023
Q3
$326K Buy
+4,760
New +$326K 0.04% 113