Legacy Wealth Planning’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
Q3 | $478K | Sell |
8,255
-515
| -6% | -$29.8K | 0.79% | 29 |
|
|
2022
Q2 | $529K | Sell |
8,770
-164
| -2% | -$9.89K | 0.76% | 33 |
|
|
2022
Q1 | $682K | Buy |
8,934
+376
| +4% | +$28.7K | 0.8% | 29 |
|
|
2021
Q4 | $716K | Buy |
8,558
+7,389
| +632% | +$618K | 0.82% | 30 |
|
|
2021
Q3 | $859K | Sell |
1,169
-19,150
| -94% | -$14.1M | 0.96% | 25 |
|
|
2021
Q2 | $1.48M | Buy |
20,319
+480
| +2% | +$34.9K | 1.68% | 12 |
|
|
2021
Q1 | $1.29M | Sell |
19,839
-20,035
| -50% | -$1.3M | 1.65% | 14 |
|
|
2020
Q4 | $2.55M | Buy |
39,874
+6,822
| +21% | +$435K | 3.26% | 6 |
|
|
2020
Q3 | $1.91M | Buy |
33,052
+848
| +3% | +$49K | 2.18% | 10 |
|
|
2020
Q2 | $1.67M | Buy |
32,204
+1,520
| +5% | +$78.9K | 1.99% | 10 |
|
|
2020
Q1 | $1.27M | Buy |
30,684
+13,104
| +75% | +$541K | 2.03% | 10 |
|
|
2019
Q4 | $851K | Buy |
+17,580
| New | +$851K | 0.96% | 26 |
|