Personal Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $9.46M | Sell |
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|
2021
Q4 | $10.7M | Sell |
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|
2021
Q3 | $10.3M | Sell |
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|
2021
Q2 | $10.5M | Sell |
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|
2021
Q1 | $9.57M | Sell |
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|
2020
Q4 | $9.41M | Sell |
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|
2020
Q3 | $8.54M | Buy |
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|
2020
Q2 | $7.66M | Sell |
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|
2020
Q1 | $6.53M | Sell |
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|
2019
Q4 | $10.1M | Sell |
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|
2019
Q3 | $10.8M | Sell |
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|
2019
Q2 | $11.1M | Sell |
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|
2019
Q1 | $11M | Buy |
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