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