FWM
Filbrandt Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $303K | Hold |
4,104
| – | – | 0.17% | 28 |
|
|
2021
Q2 | $298K | Hold |
4,104
| – | – | 0.17% | 28 |
|
|
2021
Q1 | $267K | Hold |
4,104
| – | – | 0.16% | 31 |
|
|
2020
Q4 | $262K | Buy |
4,104
+3,078
| +300% | +$197K | 0.17% | 27 |
|
|
2020
Q3 | $237K | Sell |
1,026
-223
| -18% | -$51.5K | 0.19% | 26 |
|
|
2020
Q2 | $259K | Sell |
1,249
-257
| -17% | -$53.3K | 0.21% | 29 |
|
|
2020
Q1 | $249K | Sell |
1,506
-49
| -3% | -$8.1K | 0.27% | 16 |
|
|
2019
Q4 | $301K | Buy |
+1,555
| New | +$301K | 0.27% | 18 |
|