Pathstone Family Office’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $20.2M | Buy |
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|
2023
Q2 | $360K | Buy |
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|
2023
Q1 | $327K | Sell |
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|
2022
Q4 | $598K | Sell |
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|
2022
Q3 | $686K | Buy |
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|
2022
Q2 | $427K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $61K | Buy |
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|
2020
Q3 | $8K | Sell |
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|
2020
Q2 | $70K | Buy |
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|
2020
Q1 | $51K | Hold |
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|
2019
Q4 | $593K | Hold |
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|
2019
Q3 | $55K | Hold |
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|
2019
Q2 | $55K | Hold |
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|
2019
Q1 | $53K | Buy |
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