Peterson Wealth Services’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
2023 Q2	–	Sell	-83,863	Closed	-$5.36M	–	93
2023 Q1	$5.36M	Sell	83,863 -44,345	-35%	-$2.83M	2.76%	6
2022 Q4	$7.5M	Buy	+128,208	New	+$7.5M	4.3%	6
2022 Q1	–	Sell	-2,420	Closed	-$202K	–	91
2021 Q4	$202K	Buy	+2,420	New	+$202K	0.13%	87