Kerntke Otto McGlone Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $163K | Sell |
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|
2022
Q3 | $210K | Sell |
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|
2022
Q2 | $221K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $316K | Sell |
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|
2021
Q3 | $365K | Sell |
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|
2021
Q2 | $2.9M | Sell |
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|
2021
Q1 | $2.82M | Sell |
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|
2020
Q4 | $3.05M | Sell |
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|
2020
Q3 | $2.89M | Sell |
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|
2020
Q2 | $2.66M | Sell |
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|
2020
Q1 | $2.25M | Sell |
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|
2019
Q4 | $2.93M | Buy |
|