GYL Financial Synergies’s iShares S&P 500 Growth ETF IVW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$1.5M Sell
2024
Q2
$1.47M Sell
2024
Q1
$1.36M Sell
2023
Q4
$1.33M Sell
2023
Q3
$1.26M Hold
2023
Q2
$1.29M Buy
2022
Q3
Sell
2022
Q2
$247K Buy