MainStreet Investment Advisors’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 | – | Sell |
-5,037
| Closed | -$466K | – | 158 |
|
|
2024
Q2 | $466K | Buy |
5,037
+880
| +21% | +$81.4K | 0.06% | 123 |
|
|
2024
Q1 | $351K | Hold |
4,157
| – | – | 0.04% | 140 |
|
|
2023
Q4 | $312K | Hold |
4,157
| – | – | 0.04% | 147 |
|
|
2023
Q3 | $284K | Buy |
4,157
+97
| +2% | +$6.64K | 0.03% | 164 |
|
|
2023
Q2 | $286K | Hold |
4,060
| – | – | 0.03% | 168 |
|
|
2023
Q1 | $259K | Buy |
+4,060
| New | +$259K | 0.03% | 174 |
|