IWAG
Integer Wealth Advisors Group’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $5.02M | Sell |
73,040
-17,642
| -19% | -$1.21M | 2.74% | 12 |
|
|
2020
Q4 | $5.69M | Buy |
90,682
+67,383
| +289% | +$4.22M | 3.75% | 6 |
|
|
2020
Q3 | $5.38M | Buy |
23,299
+598
| +3% | +$138K | 4.95% | 5 |
|
|
2020
Q2 | $4.9M | Buy |
22,701
+346
| +2% | +$74.7K | 5.01% | 5 |
|
|
2020
Q1 | $4.3M | Buy |
22,355
+78
| +0.4% | +$15K | 4.88% | 5 |
|
|
2019
Q4 | $4.54M | Buy |
+22,277
| New | +$4.54M | 4.5% | 6 |
|