Life Planning Partners’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 |
-424
| Closed | -$31.8K | – | 146 |
|
|
2023
Q4 | $31.8K | Buy |
+424
| New | +$31.8K | 0.03% | 118 |
|
|
2022
Q3 | $24.5K | Hold |
424
| – | – | 0.03% | 111 |
|
|
2022
Q2 | $25K | Hold |
424
| – | – | 0.03% | 111 |
|
|
2022
Q1 | $33K | Hold |
424
| – | – | 0.03% | 104 |
|
|
2021
Q4 | $36K | Buy |
+424
| New | +$36K | 0.04% | 98 |
|