Kelleher Financial Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $37.5K | Hold |
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|
2023
Q3 | $34.2K | Hold |
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|
2023
Q2 | $35.2K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $520K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $687K | Hold |
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|
2021
Q4 | $665K | Hold |
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|
2021
Q3 | $665K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $586K | Hold |
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|
2020
Q4 | $574K | Hold |
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|
2020
Q3 | $519K | Hold |
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|
2020
Q2 | $467K | Hold |
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|
2020
Q1 | $371K | Hold |
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|
2019
Q4 | $436K | Buy |
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