Opes 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
2021
Q2
Sell
-1,600
Closed -$256K 89
2021
Q1
$256K Buy
+1,600
New +$256K 0.1% 75
2020
Q4
Sell
-6,400
Closed -$256K 77
2020
Q3
$256K Hold
6,400
0.12% 65
2020
Q2
$256K Buy
+6,400
New +$256K 0.13% 61