Harvest Group Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $4.46M | Buy |
|
|||||
|
2022
Q4 | $4.04M | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $28K | Hold |
|
|||||
|
2022
Q1 | $32K | Sell |
|
|||||
|
2021
Q4 | $84K | Hold |
|
|||||
|
2021
Q3 | $74K | Sell |
|
|||||
|
2021
Q2 | $80K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $70K | Hold |
|
|||||
|
2020
Q3 | $63K | Hold |
|
|||||
|
2020
Q2 | $56K | Sell |
|
|||||
|
2020
Q1 | $50K | Hold |
|
|||||
|
2019
Q4 | $59K | Hold |
|
|||||
|
2019
Q3 | $55K | Buy |
|