Peninsula Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $65.9M | Buy |
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|
2024
Q3 | $60.5M | Buy |
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|
2024
Q2 | $56.9M | Buy |
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|
2024
Q1 | $33.4M | Buy |
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|
2023
Q4 | $17.5M | Buy |
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|
2023
Q3 | $6.85M | Buy |
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|
2023
Q2 | $5.65M | Buy |
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|
2023
Q1 | $5.12M | Buy |
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|
2022
Q4 | $4.67M | Buy |
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|
2022
Q3 | $4.47M | Sell |
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|
2022
Q2 | $4.75M | Sell |
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|
2022
Q1 | $6.04M | Buy |
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|
2021
Q4 | $6.6M | Sell |
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|
2021
Q3 | $6.06M | Sell |
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|
2021
Q2 | $6M | Buy |
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|
2021
Q1 | $5.16M | Buy |
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|
2020
Q4 | $5.05M | Buy |
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|
2020
Q3 | $2.74M | Buy |
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|
2020
Q2 | $2.46M | Buy |
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|
2020
Q1 | $562K | Buy |
|