Godsey & Gibb Inc’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 |
-18
| Closed | -$1.35K | – | 405 |
|
|
2023
Q4 | $1.35K | Hold |
18
| – | – | ﹤0.01% | 334 |
|
|
2023
Q3 | $1.23K | Sell |
18
-2,760
| -99% | -$189K | ﹤0.01% | 318 |
|
|
2023
Q2 | $196K | Sell |
2,778
-214
| -7% | -$15.1K | 0.02% | 109 |
|
|
2023
Q1 | $191K | Sell |
2,992
-203
| -6% | -$13K | 0.02% | 106 |
|
|
2022
Q4 | $187K | Buy |
3,195
+435
| +16% | +$25.4K | 0.04% | 69 |
|
|
2022
Q3 | $160K | Hold |
2,760
| – | – | 0.13% | 15 |
|
|
2022
Q2 | $167K | Buy |
+2,760
| New | +$167K | 0.09% | 32 |
|
|
2022
Q1 | – | Sell |
-2,760
| Closed | -$231K | – | 122 |
|
|
2021
Q4 | $231K | Buy |
+2,760
| New | +$231K | 0.07% | 33 |
|
|
2020
Q1 | – | Sell |
-4,280
| Closed | -$207K | – | 89 |
|
|
2019
Q4 | $207K | Sell |
4,280
-544
| -11% | -$26.3K | 0.03% | 95 |
|
|
2019
Q3 | $217K | Sell |
4,824
-148
| -3% | -$6.66K | 0.03% | 84 |
|
|
2019
Q2 | $223K | Hold |
4,972
| – | – | 0.03% | 83 |
|
|
2019
Q1 | $214K | Buy |
+4,972
| New | +$214K | 0.03% | 77 |
|