Ironwood Wealth Management (Arizona)’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 | – | Sell |
-403
| Closed | -$34K | – | 45 |
|
|
2024
Q1 | $34K | Buy |
+403
| New | +$34K | 0.01% | 39 |
|
|
2021
Q1 | – | Sell |
-44
| Closed | -$3K | – | 50 |
|
|
2020
Q4 | $3K | Hold |
44
| – | – | ﹤0.01% | 46 |
|
|
2020
Q3 | $2K | Hold |
44
| – | – | ﹤0.01% | 42 |
|
|
2020
Q2 | $2K | Hold |
44
| – | – | ﹤0.01% | 42 |
|
|
2020
Q1 | $2K | Hold |
44
| – | – | ﹤0.01% | 48 |
|
|
2019
Q4 | $2K | Hold |
44
| – | – | ﹤0.01% | 51 |
|
|
2019
Q3 | $2K | Hold |
44
| – | – | ﹤0.01% | 52 |
|
|
2019
Q2 | $2K | Hold |
44
| – | – | ﹤0.01% | 57 |
|
|
2019
Q1 | $2K | Hold |
44
| – | – | ﹤0.01% | 55 |
|
|
2018
Q4 | $2K | Hold |
44
| – | – | ﹤0.01% | 55 |
|
|
2018
Q3 | $2K | Hold |
44
| – | – | ﹤0.01% | 56 |
|
|
2018
Q2 | $2K | Buy |
+44
| New | +$2K | ﹤0.01% | 55 |
|
|
2017
Q3 | $13K | Buy |
+372
| New | +$13K | 0.01% | 56 |
|