Financial Architects (New Jersey)’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $354K | Buy |
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|
2023
Q1 | $308K | Sell |
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|
2022
Q4 | $466K | Buy |
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|
2022
Q3 | $367K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $332K | Hold |
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|
2021
Q4 | $364K | Sell |
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|
2021
Q3 | $336K | Hold |
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|
2021
Q2 | $331K | Hold |
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|
2021
Q1 | $296K | Buy |
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|
2020
Q4 | $252K | Hold |
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|
2020
Q3 | $228K | Sell |
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|
2020
Q2 | $239K | Hold |
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|
2020
Q1 | $190K | Sell |
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|
2019
Q4 | $236K | Hold |
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|
2019
Q3 | $219K | Sell |
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|
2019
Q2 | $223K | Sell |
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|
2019
Q1 | $342K | Hold |
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|
2018
Q4 | $299K | Hold |
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|
2018
Q3 | $352K | Sell |
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|
2018
Q2 | $329K | Hold |
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|
2018
Q1 | $314K | Sell |
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|
2017
Q4 | $363K | Hold |
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|
2017
Q3 | $341K | Hold |
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|
2017
Q2 | $325K | Buy |
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|
2017
Q1 | $297K | Sell |
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|
2016
Q4 | $282K | Buy |
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|
2016
Q3 | $209K | Buy |
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|
2016
Q2 | $169K | Buy |
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|
2016
Q1 | $134K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $276K | Buy |
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|
2015
Q1 | $262K | Buy |
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|
2014
Q4 | $150K | Hold |
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|
2014
Q3 | $144K | Buy |
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|
2014
Q2 | $122K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $86K | Hold |
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|
2013
Q2 | $80K | Buy |
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