McClarren Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Hold |
0
| – | – | – | 400 |
|
|
2023
Q3 | – | Sell |
-564
| Closed | -$39K | – | 364 |
|
|
2023
Q2 | $39K | Buy |
564
+2
| +0.4% | +$138 | 0.03% | 169 |
|
|
2023
Q1 | $35K | Buy |
562
+1
| +0.2% | +$62 | 0.03% | 167 |
|
|
2022
Q4 | $32K | Buy |
561
+2
| +0.4% | +$114 | 0.03% | 177 |
|
|
2022
Q3 | $32K | Buy |
+559
| New | +$32K | 0.03% | 165 |
|
|
2022
Q2 | – | Sell |
-557
| Closed | -$42K | – | 143 |
|
|
2022
Q1 | $42K | Hold |
557
| – | – | 0.03% | 136 |
|
|
2021
Q4 | $47K | Buy |
557
+2
| +0.4% | +$169 | 0.03% | 145 |
|
|
2021
Q3 | $41K | Hold |
555
| – | – | 0.03% | 130 |
|
|
2021
Q2 | $40K | Buy |
555
+1
| +0.2% | +$72 | 0.03% | 135 |
|
|
2021
Q1 | $36K | Buy |
554
+1
| +0.2% | +$65 | 0.03% | 126 |
|
|
2020
Q4 | $35K | Buy |
+553
| New | +$35K | 0.03% | 118 |
|