O'Dell Group’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
Q1 | – | Sell |
-244
| Closed | -$18.3K | – | 285 |
|
2023
Q4 | $18.3K | Buy |
+244
| New | +$18.3K | ﹤0.01% | 301 |
|
2023
Q3 | – | Sell |
-244
| Closed | -$17.2K | – | 272 |
|
2023
Q2 | $17.2K | Buy |
+244
| New | +$17.2K | ﹤0.01% | 293 |
|
2022
Q4 | – | Sell |
-244
| Closed | -$14K | – | 238 |
|
2022
Q3 | $14K | Hold |
244
| – | – | 0.01% | 260 |
|
2022
Q2 | $15K | Hold |
244
| – | – | 0.01% | 247 |
|
2022
Q1 | $19K | Hold |
244
| – | – | 0.01% | 257 |
|
2021
Q4 | $20K | Hold |
244
| – | – | 0.01% | 237 |
|
2021
Q3 | $18K | Buy |
+244
| New | +$18K | 0.01% | 244 |
|