Gofen & Glossberg’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
Q2 | – | Sell |
-3,154
| Closed | -$241K | – | 587 |
|
|
2022
Q1 | $241K | Sell |
3,154
-500
| -14% | -$38.2K | 0.01% | 498 |
|
|
2021
Q4 | $306K | Hold |
3,654
| – | – | 0.01% | 447 |
|
|
2021
Q3 | $270K | Sell |
3,654
-50
| -1% | -$3.7K | 0.01% | 464 |
|
|
2021
Q2 | $269K | Buy |
3,704
+620
| +20% | +$45K | 0.01% | 460 |
|
|
2021
Q1 | $201K | Buy |
+3,084
| New | +$201K | 0.01% | 516 |
|