Gunn & Company Investment Management’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
Q3
Sell
-5,731
Closed -$530K 100
2024
Q2
$530K Buy
+5,731
New +$530K 0.03% 88
2024
Q1
Sell
-5,832
Closed -$438K 97
2023
Q4
$438K Buy
+5,832
New +$438K 0.03% 80