LWA
LWS Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $6.48M | Sell |
86,278
-1,069
| -1% | -$80.3K | 2.43% | 17 |
|
|
2023
Q3 | $5.98M | Sell |
87,347
-1,698
| -2% | -$116K | 2.61% | 16 |
|
|
2023
Q2 | $6.28M | Sell |
89,045
-40,437
| -31% | -$2.85M | 2.65% | 16 |
|
|
2023
Q1 | $8.27M | Sell |
129,482
-9,959
| -7% | -$636K | 3.39% | 12 |
|
|
2022
Q4 | $8.16M | Sell |
139,441
-1,050
| -0.7% | -$61.4K | 3.42% | 12 |
|
|
2022
Q3 | $8.13M | Buy |
140,491
+2,761
| +2% | +$160K | 3.11% | 11 |
|
|
2022
Q2 | $8.31M | Buy |
137,730
+11,148
| +9% | +$673K | 3.92% | 8 |
|
|
2022
Q1 | $9.67M | Sell |
126,582
-4,057
| -3% | -$310K | 4.12% | 9 |
|
|
2021
Q4 | $10.9M | Sell |
130,639
-2,445
| -2% | -$205K | 4.47% | 8 |
|
|
2021
Q3 | $9.84M | Sell |
133,084
-1,883
| -1% | -$139K | 4.31% | 8 |
|
|
2021
Q2 | $9.82M | Buy |
134,967
+9,011
| +7% | +$655K | 4.36% | 8 |
|
|
2021
Q1 | $8.2M | Sell |
125,956
-5,169
| -4% | -$337K | 3.72% | 10 |
|
|
2020
Q4 | $8.37M | Buy |
131,125
+97,262
| +287% | +$6.21M | 3.76% | 10 |
|
|
2020
Q3 | $7.83M | Sell |
33,863
-2,302
| -6% | -$532K | 3.84% | 9 |
|
|
2020
Q2 | $7.5M | Sell |
36,165
-6,951
| -16% | -$1.44M | 3.93% | 9 |
|
|
2020
Q1 | $7.12M | Sell |
43,116
-6,983
| -14% | -$1.15M | 4.63% | 8 |
|
|
2019
Q4 | $9.7M | Buy |
+50,099
| New | +$9.7M | 5% | 9 |
|