Kiley Juergens Wealth Management’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
Q2 | – | Sell |
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|
2023
Q1 | $640K | Sell |
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|
2022
Q4 | $657K | Sell |
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|
2022
Q3 | $718K | Hold |
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|
2022
Q2 | $750K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1.07M | Sell |
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|
2021
Q3 | $988K | Hold |
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|
2021
Q2 | $972K | Hold |
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|
2021
Q1 | $870K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $68K | Hold |
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|
2018
Q2 | $62K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $58K | Buy |
|