Gratus Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,943
| Closed | -$201K | – | 260 |
|
|
2023
Q3 | $201K | Buy |
+2,943
| New | +$201K | 0.01% | 233 |
|
|
2022
Q1 | – | Sell |
-7,609
| Closed | -$637K | – | 206 |
|
|
2021
Q4 | $637K | Buy |
7,609
+1
| +0% | +$84 | 0.06% | 127 |
|
|
2021
Q3 | $562K | Hold |
7,608
| – | – | 0.06% | 125 |
|
|
2021
Q2 | $553K | Buy |
+7,608
| New | +$553K | 0.06% | 128 |
|