Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $5.62K | Buy |
96
+48
| +100% | +$2.81K | ﹤0.01% | 866 |
|
|
2022
Q3 | $3K | Hold |
48
| – | – | ﹤0.01% | 826 |
|
|
2022
Q2 | $2.9K | Sell |
48
-301
| -86% | -$18.2K | ﹤0.01% | 843 |
|
|
2022
Q1 | $27K | Buy |
+349
| New | +$27K | 0.01% | 553 |
|
|
2021
Q3 | $4K | Hold |
48
| – | – | ﹤0.01% | 756 |
|
|
2021
Q2 | $3K | Hold |
48
| – | – | ﹤0.01% | 812 |
|
|
2021
Q1 | $3K | Buy |
+48
| New | +$3K | ﹤0.01% | 685 |
|