Hibernia Wealth Partners’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
Q4
Sell
-2,203
Closed -$211K 88
2024
Q3
$211K Sell
2,203
-130
-6% -$12.4K 0.06% 117
2024
Q2
$216K Buy
+2,333
New +$216K 0.08% 80
2023
Q4
Sell
-704
Closed -$48.2K 201
2023
Q3
$48.2K Buy
+704
New +$48.2K 0.04% 87