MLL
Moody Lynn & Lieberson’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Sell |
9,690
-1,706
| -15% | -$188K | 0.06% | 119 |
|
|
2025
Q1 | $1.06M | Hold |
11,396
| – | – | 0.07% | 110 |
|
|
2024
Q4 | $1.16M | Sell |
11,396
-93
| -0.8% | -$9.44K | 0.07% | 106 |
|
|
2024
Q3 | $1.1M | Sell |
11,489
-103
| -0.9% | -$9.86K | 0.07% | 118 |
|
|
2024
Q2 | $1.07M | Hold |
11,592
| – | – | 0.07% | 114 |
|
|
2024
Q1 | $979K | Sell |
11,592
-34
| -0.3% | -$2.87K | 0.07% | 118 |
|
|
2023
Q4 | $873K | Hold |
11,626
| – | – | 0.07% | 125 |
|
|
2023
Q3 | $795K | Sell |
11,626
-20
| -0.2% | -$1.37K | 0.07% | 117 |
|
|
2023
Q2 | $821K | Hold |
11,646
| – | – | 0.07% | 117 |
|
|
2023
Q1 | $744K | Sell |
11,646
-684
| -6% | -$43.7K | 0.07% | 123 |
|
|
2022
Q4 | $721K | Buy |
+12,330
| New | +$721K | 0.07% | 128 |
|