Lake Point 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $42K | Hold |
700
| – | – | 0.02% | 74 |
|
|
2022
Q1 | $53K | Hold |
700
| – | – | 0.02% | 66 |
|
|
2021
Q4 | $59K | Hold |
700
| – | – | 0.03% | 65 |
|
|
2021
Q3 | $52K | Hold |
700
| – | – | 0.02% | 60 |
|
|
2021
Q2 | $51K | Buy |
+700
| New | +$51K | 0.02% | 62 |
|
|
2020
Q1 | $29K | Hold |
700
| – | – | 0.03% | 71 |
|
|
2019
Q4 | $34K | Buy |
+700
| New | +$34K | 0.01% | 151 |
|