MinichMacGregor Wealth Management’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 Q1	–	Sell	-332	Closed	-$19.4K	–	353
2022 Q4	$19.4K	Buy	+332	New	+$19.9K	0.01%	324
2019 Q1	–	Sell	-8,056	Closed	-$289K	–	85
2018 Q4	$289K	Buy	8,056 +6,924	+612%	+$280K	0.2%	81
2018 Q3	$50K	Hold	1,132	–	–	0.03%	123
2018 Q2	$46K	Hold	1,132	–	–	0.03%	119
2018 Q1	$43K	Sell	1,132 -152	-12%	-$6.06K	0.03%	120
2017 Q4	$49K	Hold	1,284	–	–	0.04%	117
2017 Q3	$46K	Hold	1,284	–	–	0.04%	110
2017 Q2	$43K	Hold	1,284	–	–	0.04%	107
2017 Q1	$42K	Hold	1,284	–	–	0.04%	113
2016 Q4	$39K	Hold	1,284	–	–	0.04%	124
2016 Q3	$39K	Hold	1,284	–	–	0.04%	134
2016 Q2	$37K	Sell	1,284 -172	-12%	-$4.99K	0.03%	132
2016 Q1	$42K	Hold	1,456	–	–	0.04%	117
2015 Q4	$42K	Buy	+1,456	New	+$42.3K	0.04%	114