FourThought Financial’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
Q3 | $56K | Buy |
960
+300
| +45% | +$17.5K | 0.01% | 570 |
|
|
2022
Q2 | $40K | Hold |
660
| – | – | 0.01% | 671 |
|
|
2022
Q1 | $50K | Hold |
660
| – | – | 0.01% | 660 |
|
|
2021
Q4 | $55K | Sell |
660
-300
| -31% | -$25K | 0.01% | 633 |
|
|
2021
Q3 | $70K | Sell |
960
-141
| -13% | -$10.3K | 0.01% | 588 |
|
|
2021
Q2 | $80K | Sell |
1,101
-11
| -1% | -$799 | 0.01% | 562 |
|
|
2021
Q1 | $72K | Hold |
1,112
| – | – | 0.01% | 583 |
|
|
2020
Q4 | $70K | Buy |
+1,112
| New | +$70K | 0.01% | 573 |
|