Hardy Reed’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
Q2 | – | Sell |
-10,523
| Closed | -$672K | – | 109 |
|
|
2023
Q1 | $672K | Sell |
10,523
-997
| -9% | -$63.7K | 0.12% | 52 |
|
|
2022
Q4 | $674K | Buy |
+11,520
| New | +$674K | 0.13% | 51 |
|
|
2022
Q1 | – | Sell |
-11,520
| Closed | -$964K | – | 95 |
|
|
2021
Q4 | $964K | Sell |
11,520
-3,571
| -24% | -$299K | 0.16% | 37 |
|
|
2021
Q3 | $1.12M | Hold |
15,091
| – | – | 0.2% | 35 |
|
|
2021
Q2 | $1.1M | Hold |
15,091
| – | – | 0.2% | 35 |
|
|
2021
Q1 | $983K | Buy |
15,091
+283
| +2% | +$18.4K | 0.19% | 35 |
|
|
2020
Q4 | $945K | Hold |
14,808
| – | – | 0.2% | 37 |
|
|
2020
Q3 | $855K | Buy |
+14,808
| New | +$855K | 0.21% | 36 |
|