Legacy Wealth Management (Mississippi)’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
2022
Q1
Sell
2021
Q4
$284K Sell
2021
Q3
$2.54M Sell
2021
Q2
$2.55M Sell
2021
Q1
$2.46M Sell
2020
Q4
$2.41M Buy
2020
Q3
$2.09M Hold
2020
Q2
$1.88M Buy
2020
Q1
$1.24M Hold
2019
Q4
$1.45M Buy