Laidlaw 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
Q3 | – | Sell |
-4,306
| Closed | -$303K | – | 322 |
|
|
2023
Q2 | $303K | Buy |
4,306
+4
| +0.1% | +$282 | 0.06% | 265 |
|
|
2023
Q1 | $275K | Buy |
4,302
+6
| +0.1% | +$383 | 0.06% | 275 |
|
|
2022
Q4 | $251K | Buy |
4,296
+10
| +0.2% | +$585 | 0.05% | 296 |
|
|
2022
Q3 | $248K | Buy |
+4,286
| New | +$248K | 0.06% | 268 |
|
|
2021
Q1 | – | Sell |
-4,796
| Closed | -$306K | – | 287 |
|
|
2020
Q4 | $306K | Buy |
+4,796
| New | +$306K | 0.06% | 260 |
|