Kiley Juergens 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-10,013
| Closed | -$640K | – | 74 |
|
|
2023
Q1 | $640K | Sell |
10,013
-1,220
| -11% | -$77.9K | 0.24% | 62 |
|
|
2022
Q4 | $657K | Sell |
11,233
-1,195
| -10% | -$69.9K | 0.28% | 60 |
|
|
2022
Q3 | $718K | Hold |
12,428
| – | – | 0.34% | 54 |
|
|
2022
Q2 | $750K | Buy |
+12,428
| New | +$750K | 0.36% | 51 |
|
|
2022
Q1 | – | Sell |
-12,741
| Closed | -$1.07M | – | 60 |
|
|
2021
Q4 | $1.07M | Sell |
12,741
-635
| -5% | -$53.1K | 0.4% | 46 |
|
|
2021
Q3 | $988K | Hold |
13,376
| – | – | 0.43% | 42 |
|
|
2021
Q2 | $972K | Hold |
13,376
| – | – | 0.45% | 41 |
|
|
2021
Q1 | $870K | Buy |
+13,376
| New | +$870K | 0.45% | 41 |
|
|
2018
Q4 | – | Sell |
-1,544
| Closed | -$68K | – | 341 |
|
|
2018
Q3 | $68K | Hold |
1,544
| – | – | 0.05% | 198 |
|
|
2018
Q2 | $62K | Buy |
+1,544
| New | +$62K | 0.06% | 180 |
|
|
2018
Q1 | – | Sell |
-1,544
| Closed | -$58K | – | 339 |
|
|
2017
Q4 | $58K | Buy |
+1,544
| New | +$58K | 0.05% | 185 |
|