M&R Capital Management’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
Q3 | $1.44K | Hold |
15
| – | – | ﹤0.01% | 536 |
|
|
2024
Q2 | $1.39K | Hold |
15
| – | – | ﹤0.01% | 504 |
|
|
2024
Q1 | $1.27K | Hold |
15
| – | – | ﹤0.01% | 513 |
|
|
2023
Q4 | $1.13K | Hold |
15
| – | – | ﹤0.01% | 603 |
|
|
2023
Q3 | $1.03K | Sell |
15
-80
| -84% | -$5.47K | ﹤0.01% | 585 |
|
|
2023
Q2 | $6.7K | Hold |
95
| – | – | ﹤0.01% | 436 |
|
|
2023
Q1 | $6.07K | Buy |
95
+80
| +533% | +$5.11K | ﹤0.01% | 431 |
|
|
2022
Q4 | $877 | Buy |
+15
| New | +$877 | ﹤0.01% | 572 |
|