MinichMacGregor Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-332
| Closed | -$19.4K | – | 353 |
|
|
2022
Q4 | $19.4K | Buy |
+332
| New | +$19.4K | 0.01% | 324 |
|
|
2019
Q1 | – | Sell |
-8,056
| Closed | -$289K | – | 85 |
|
|
2018
Q4 | $289K | Buy |
8,056
+6,924
| +612% | +$248K | 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% | -$5.77K | 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% | -$4.96K | 0.03% | 132 |
|
|
2016
Q1 | $42K | Hold |
1,456
| – | – | 0.04% | 117 |
|
|
2015
Q4 | $42K | Buy |
+1,456
| New | +$42K | 0.04% | 114 |
|