Imprint Wealth’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
Q1 | $921K | Buy |
10,890
+4,356
| +67% | +$368K | 0.22% | 98 |
|
|
2023
Q4 | $491K | Buy |
6,534
+462
| +8% | +$34.7K | 0.39% | 81 |
|
|
2023
Q3 | $417K | Sell |
6,072
-1,207
| -17% | -$82.8K | 0.35% | 86 |
|
|
2023
Q2 | $513K | Sell |
7,279
-1,029
| -12% | -$72.5K | 0.32% | 84 |
|
|
2023
Q1 | $531K | Buy |
+8,308
| New | +$531K | 0.35% | 82 |
|