IDA
Intelligence Driven Advisers’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,334
| Closed | -$228K | – | 98 |
|
|
2023
Q3 | $228K | Hold |
3,334
| – | – | 0.04% | 77 |
|
|
2023
Q2 | $233K | Hold |
3,334
| – | – | 0.04% | 84 |
|
|
2023
Q1 | $213K | Buy |
+3,334
| New | +$213K | 0.04% | 87 |
|
|
2022
Q4 | – | Sell |
-5,000
| Closed | -$303K | – | 110 |
|
|
2022
Q3 | $303K | Buy |
+5,000
| New | +$303K | 0.06% | 85 |
|