Level Four Financial’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
2021
Q3
$747K Sell
10,106
-27
-0.3% -$2K 0.33% 78
2021
Q2
$737K Sell
10,133
-1,193
-11% -$86.8K 0.31% 87
2021
Q1
$737K Sell
11,326
-1,137
-9% -$74K 0.34% 85
2020
Q4
$795K Buy
+12,463
New +$795K 0.34% 82