Family Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $6.94M | Sell |
72,498
-1,080
| -1% | -$103K | 4.18% | 4 |
|
|
2024
Q2 | $6.81M | Sell |
73,578
-1,652
| -2% | -$153K | 4.38% | 4 |
|
|
2024
Q1 | $6.35M | Sell |
75,230
-580
| -0.8% | -$49K | 3.97% | 5 |
|
|
2023
Q4 | $5.69M | Sell |
75,810
-1,249
| -2% | -$93.8K | 3.8% | 5 |
|
|
2023
Q3 | $5.27M | Sell |
77,059
-1,579
| -2% | -$108K | 3.89% | 5 |
|
|
2023
Q2 | $5.54M | Sell |
78,638
-66
| -0.1% | -$4.65K | 3.74% | 4 |
|
|
2023
Q1 | $5.03M | Sell |
78,704
-5,901
| -7% | -$377K | 3.68% | 5 |
|
|
2022
Q4 | $4.95M | Buy |
+84,605
| New | +$4.95M | 4.11% | 4 |
|