LS
Leelyn Smith’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,368
| Closed | -$253K | – | 128 |
|
|
2023
Q4 | $253K | Hold |
3,368
| – | – | 0.06% | 114 |
|
|
2023
Q3 | $230K | Hold |
3,368
| – | – | 0.06% | 106 |
|
|
2023
Q2 | $237K | Hold |
3,368
| – | – | 0.06% | 108 |
|
|
2023
Q1 | $215K | Hold |
3,368
| – | – | 0.06% | 110 |
|
|
2022
Q4 | $197K | Buy |
3,368
+3,262
| +3,077% | +$191K | 0.05% | 110 |
|
|
2022
Q3 | $6K | Sell |
106
-3,262
| -97% | -$185K | ﹤0.01% | 351 |
|
|
2022
Q2 | $203K | Hold |
3,368
| – | – | 0.05% | 123 |
|
|
2022
Q1 | $257K | Hold |
3,368
| – | – | 0.07% | 103 |
|
|
2021
Q4 | $282K | Hold |
3,368
| – | – | 0.08% | 101 |
|
|
2021
Q3 | $249K | Hold |
3,368
| – | – | 0.07% | 100 |
|
|
2021
Q2 | $245K | Hold |
3,368
| – | – | 0.07% | 102 |
|
|
2021
Q1 | $219K | Hold |
3,368
| – | – | 0.07% | 114 |
|
|
2020
Q4 | $215K | Buy |
3,368
+2,526
| +300% | +$161K | 0.07% | 113 |
|
|
2020
Q3 | $195K | Hold |
842
| – | – | 0.07% | 118 |
|
|
2020
Q2 | $175K | Sell |
842
-101
| -11% | -$21K | 0.07% | 118 |
|
|
2020
Q1 | $156K | Buy |
+943
| New | +$156K | 0.08% | 114 |
|