Level Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-903
| Closed | -$67.8K | – | 167 |
|
|
2023
Q4 | $67.8K | Hold |
903
| – | – | 0.03% | 100 |
|
|
2023
Q3 | $61.8K | Sell |
903
-112
| -11% | -$7.66K | 0.03% | 100 |
|
|
2023
Q2 | $71.5K | Sell |
1,015
-57
| -5% | -$4.02K | 0.04% | 91 |
|
|
2023
Q1 | $68.5K | Hold |
1,072
| – | – | 0.04% | 84 |
|
|
2022
Q4 | $63K | Hold |
1,072
| – | – | 0.04% | 83 |
|
|
2022
Q3 | $62K | Hold |
1,072
| – | – | 0.05% | 86 |
|
|
2022
Q2 | $65K | Hold |
1,072
| – | – | 0.05% | 86 |
|
|
2022
Q1 | $82K | Hold |
1,072
| – | – | 0.06% | 65 |
|
|
2021
Q4 | $90K | Buy |
+1,072
| New | +$90K | 0.07% | 67 |
|