Legacy Wealth Planning’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
Q3 | $478K | Sell |
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|
2022
Q2 | $529K | Sell |
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|
2022
Q1 | $682K | Buy |
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|
2021
Q4 | $716K | Buy |
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|
2021
Q3 | $859K | Sell |
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|
2021
Q2 | $1.48M | Buy |
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|
2021
Q1 | $1.29M | Sell |
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|
2020
Q4 | $2.54M | Buy |
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|
2020
Q3 | $1.91M | Buy |
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|
2020
Q2 | $1.67M | Buy |
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|
2020
Q1 | $1.27M | Buy |
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|
2019
Q4 | $851K | Buy |
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