Janiczek 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 | $8.14K | Hold |
88
| – | – | ﹤0.01% | 682 |
|
|
2024
Q1 | $7.43K | Sell |
88
-226
| -72% | -$19.1K | ﹤0.01% | 722 |
|
|
2023
Q4 | $23.6K | Hold |
314
| – | – | 0.01% | 517 |
|
|
2023
Q3 | $21.6K | Hold |
314
| – | – | 0.01% | 514 |
|
|
2023
Q2 | $22.1K | Hold |
314
| – | – | 0.01% | 448 |
|
|
2023
Q1 | $20.3K | Sell |
314
-75
| -19% | -$4.84K | 0.01% | 453 |
|
|
2022
Q4 | $23.3K | Sell |
389
-129
| -25% | -$7.73K | 0.01% | 435 |
|
|
2022
Q3 | $30K | Buy |
518
+1
| +0.2% | +$58 | 0.01% | 382 |
|
|
2022
Q2 | $35K | Buy |
517
+128
| +33% | +$8.67K | 0.01% | 361 |
|
|
2022
Q1 | $30K | Sell |
389
-683
| -64% | -$52.7K | 0.01% | 389 |
|
|
2021
Q4 | $90K | Buy |
+1,072
| New | +$90K | 0.03% | 203 |
|