OCPWS
IVW icon

One Charles Private Wealth Services’s iShares S&P 500 Growth ETF IVW Stock Holding History

One Charles Private Wealth Services’s Portfolio IVW Stock Details IVW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-2,743
Closed -$210K – 118
2022
Q1 		$210K Hold
2,743
– – 0.13% 110
2021
Q4 		$230K Hold
2,743
– – 0.13% 108
2021
Q3 		$203K Buy
+2,743
New +$203K 0.12% 117