Okabena Investment Services’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
Q3 | – | Sell |
-1,057
| Closed | -$74.5K | – | 122 |
|
|
2023
Q2 | $74.5K | Buy |
+1,057
| New | +$74.5K | 0.05% | 64 |
|
|
2022
Q3 | – | Sell |
-9,250
| Closed | -$558K | – | 178 |
|
|
2022
Q2 | $558K | Sell |
9,250
-4,500
| -33% | -$271K | 0.29% | 69 |
|
|
2022
Q1 | $1.05M | Hold |
13,750
| – | – | 0.44% | 61 |
|
|
2021
Q4 | $1.15M | Buy |
+13,750
| New | +$1.15M | 0.44% | 58 |
|