Private Ocean’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
Q2 | $589K | Hold |
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|
2024
Q1 | $537K | Hold |
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|
2023
Q4 | $478K | Hold |
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|
2023
Q3 | $435K | Hold |
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|
2023
Q2 | $449K | Hold |
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|
2023
Q1 | $407K | Hold |
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|
2022
Q4 | $372K | Hold |
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|
2022
Q3 | $368K | Hold |
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|
2022
Q2 | $384K | Sell |
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|
2022
Q1 | $487K | Sell |
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|
2021
Q4 | $609K | Buy |
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|
2021
Q3 | $470K | Hold |
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|
2021
Q2 | $463K | Hold |
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|
2021
Q1 | $414K | Hold |
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|
2020
Q4 | $406K | Hold |
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|
2020
Q3 | $368K | Buy |
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|
2020
Q2 | $23K | Hold |
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|
2020
Q1 | $18K | Hold |
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|
2019
Q4 | $22K | Buy |
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