Ratio Wealth Group’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
Q1
$361K Hold
2023
Q4
$321K Hold
2023
Q3
$293K Hold
2023
Q2
$301K Buy
2022
Q4
$250K Hold
2022
Q3
$247K Hold
2022
Q2
$258K Hold
2022
Q1
$327K Hold
2021
Q4
$358K Hold
2021
Q3
$316K Buy