Orgel 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,723
| Closed | -$230K | – | 80 |
|
|
2024
Q1 | $230K | Sell |
2,723
-354
| -12% | -$29.9K | 0.01% | 76 |
|
|
2023
Q4 | $231K | Buy |
+3,077
| New | +$231K | 0.01% | 80 |
|
|
2022
Q2 | – | Sell |
-2,612
| Closed | -$200K | – | 70 |
|
|
2022
Q1 | $200K | Hold |
2,612
| – | – | 0.01% | 65 |
|
|
2021
Q4 | $219K | Buy |
+2,612
| New | +$219K | 0.02% | 62 |
|