Kenfarb & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $181K | Hold |
2,650
| – | – | 0.17% | 106 |
|
|
2023
Q2 | $187K | Sell |
2,650
-150
| -5% | -$10.6K | 0.16% | 103 |
|
|
2023
Q1 | $179K | Hold |
2,800
| – | – | 0.16% | 102 |
|
|
2022
Q4 | $164K | Sell |
2,800
-120
| -4% | -$7.02K | 0.15% | 104 |
|
|
2022
Q3 | $169K | Hold |
2,920
| – | – | 0.16% | 100 |
|
|
2022
Q2 | $223K | Hold |
2,920
| – | – | 0.18% | 102 |
|
|
2022
Q1 | $223K | Hold |
2,920
| – | – | 0.18% | 102 |
|
|
2021
Q4 | $244K | Buy |
+2,920
| New | +$244K | 0.18% | 101 |
|