LWS Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $6.48M | Sell |
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|
2023
Q3 | $5.98M | Sell |
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|
2023
Q2 | $6.28M | Sell |
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|
2023
Q1 | $8.27M | Sell |
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|
2022
Q4 | $8.16M | Sell |
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|
2022
Q3 | $8.13M | Buy |
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|
2022
Q2 | $8.31M | Buy |
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|
2022
Q1 | $9.67M | Sell |
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|
2021
Q4 | $10.9M | Sell |
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|
2021
Q3 | $9.84M | Sell |
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|
2021
Q2 | $9.82M | Buy |
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|
2021
Q1 | $8.2M | Sell |
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|
2020
Q4 | $8.37M | Sell |
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|
2020
Q3 | $7.83M | Sell |
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|
2020
Q2 | $7.5M | Sell |
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|
2020
Q1 | $7.12M | Sell |
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|
2019
Q4 | $9.7M | Buy |
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