Personal CFO Solutions’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
Q4 | – | Sell |
-13,691
| Closed | -$1.31M | – | 543 |
|
|
2024
Q3 | $1.31M | Buy |
13,691
+737
| +6% | +$70.6K | 0.18% | 106 |
|
|
2024
Q2 | $1.2M | Buy |
12,954
+2,862
| +28% | +$265K | 0.18% | 103 |
|
|
2024
Q1 | $852K | Buy |
10,092
+187
| +2% | +$15.8K | 0.13% | 151 |
|
|
2023
Q4 | $744K | Buy |
9,905
+1,324
| +15% | +$99.4K | 0.13% | 164 |
|
|
2023
Q3 | $587K | Buy |
8,581
+695
| +9% | +$47.6K | 0.12% | 167 |
|
|
2023
Q2 | $556K | Sell |
7,886
-113
| -1% | -$7.96K | 0.11% | 186 |
|
|
2023
Q1 | $511K | Buy |
7,999
+705
| +10% | +$45K | 0.11% | 190 |
|
|
2022
Q4 | $458K | Sell |
7,294
-3,832
| -34% | -$241K | 0.1% | 201 |
|
|
2022
Q3 | $644K | Sell |
11,126
-88
| -0.8% | -$5.09K | 0.16% | 123 |
|
|
2022
Q2 | $677K | Sell |
11,214
-1,098
| -9% | -$66.3K | 0.16% | 114 |
|
|
2022
Q1 | $940K | Sell |
12,312
-5,378
| -30% | -$411K | 0.19% | 108 |
|
|
2021
Q4 | $1.48M | Sell |
17,690
-1,270
| -7% | -$106K | 0.28% | 66 |
|
|
2021
Q3 | $1.4M | Sell |
18,960
-1,347
| -7% | -$99.5K | 0.29% | 67 |
|
|
2021
Q2 | $1.48M | Sell |
20,307
-487
| -2% | -$35.4K | 0.3% | 63 |
|
|
2021
Q1 | $1.35M | Sell |
20,794
-1,225
| -6% | -$79.8K | 0.29% | 67 |
|
|
2020
Q4 | $1.41M | Buy |
22,019
+935
| +4% | +$59.7K | 0.35% | 62 |
|
|
2020
Q3 | $1K | Sell |
21,084
-1,860
| -8% | -$88 | 0.33% | 90 |
|
|
2020
Q2 | $1.19M | Sell |
22,944
-10,540
| -31% | -$547K | 0.35% | 67 |
|
|
2020
Q1 | $1.38M | Buy |
33,484
+6,460
| +24% | +$267K | 0.5% | 45 |
|
|
2019
Q4 | $1.31M | Buy |
27,024
+1,424
| +6% | +$68.9K | 0.37% | 52 |
|
|
2019
Q3 | $1.15M | Buy |
+25,600
| New | +$1.15M | 0.46% | 52 |
|