Personal Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-123,909
| Closed | -$9.46M | – | 35 |
|
|
2022
Q1 | $9.46M | Sell |
123,909
-4,436
| -3% | -$339K | 4.13% | 7 |
|
|
2021
Q4 | $10.7M | Sell |
128,345
-10,847
| -8% | -$908K | 4.43% | 7 |
|
|
2021
Q3 | $10.3M | Sell |
139,192
-4,708
| -3% | -$348K | 4.34% | 8 |
|
|
2021
Q2 | $10.5M | Sell |
143,900
-3,108
| -2% | -$226K | 4.22% | 8 |
|
|
2021
Q1 | $9.57M | Sell |
147,008
-436
| -0.3% | -$28.4K | 4.32% | 6 |
|
|
2020
Q4 | $9.41M | Sell |
147,444
-360
| -0.2% | -$23K | 4.4% | 5 |
|
|
2020
Q3 | $8.54M | Buy |
147,804
+48
| +0% | +$2.77K | 4.48% | 6 |
|
|
2020
Q2 | $7.66M | Sell |
147,756
-10,468
| -7% | -$543K | 4.2% | 7 |
|
|
2020
Q1 | $6.53M | Sell |
158,224
-51,324
| -24% | -$2.12M | 3.92% | 8 |
|
|
2019
Q4 | $10.1M | Sell |
209,548
-31,060
| -13% | -$1.5M | 4.37% | 7 |
|
|
2019
Q3 | $10.8M | Sell |
240,608
-7,244
| -3% | -$326K | 5% | 7 |
|
|
2019
Q2 | $11.1M | Sell |
247,852
-7,284
| -3% | -$326K | 5.31% | 5 |
|
|
2019
Q1 | $11M | Buy |
+255,136
| New | +$11M | 5.84% | 5 |
|