ICA Group Wealth Management’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
Q2 | $176K | Sell |
1,905
-4,934
| -72% | -$457K | 0.11% | 109 |
|
|
2024
Q1 | $578K | Buy |
6,839
+1,304
| +24% | +$110K | 0.12% | 155 |
|
|
2023
Q4 | $416K | Buy |
5,535
+139
| +3% | +$10.4K | 0.09% | 168 |
|
|
2023
Q3 | $369K | Buy |
5,396
+1,075
| +25% | +$73.6K | 0.1% | 162 |
|
|
2023
Q2 | $305K | Buy |
4,321
+74
| +2% | +$5.22K | 0.08% | 178 |
|
|
2023
Q1 | $271K | Sell |
4,247
-52
| -1% | -$3.32K | 0.06% | 200 |
|
|
2022
Q4 | $252K | Sell |
4,299
-1,639
| -28% | -$95.9K | 0.06% | 226 |
|
|
2022
Q3 | $344K | Buy |
5,938
+1,197
| +25% | +$69.3K | 0.07% | 238 |
|
|
2022
Q2 | $330K | Buy |
4,741
+25
| +0.5% | +$1.74K | 0.06% | 258 |
|
|
2022
Q1 | $310K | Buy |
+4,716
| New | +$310K | 0.06% | 273 |
|