Ratio Wealth Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $361K | Hold |
4,277
| – | – | 0.07% | 63 |
|
|
2023
Q4 | $321K | Hold |
4,277
| – | – | 0.07% | 62 |
|
|
2023
Q3 | $293K | Hold |
4,277
| – | – | 0.07% | 59 |
|
|
2023
Q2 | $301K | Buy |
+4,277
| New | +$301K | 0.07% | 55 |
|
|
2022
Q4 | $250K | Hold |
4,277
| – | – | 0.07% | 52 |
|
|
2022
Q3 | $247K | Hold |
4,277
| – | – | 0.08% | 52 |
|
|
2022
Q2 | $258K | Hold |
4,277
| – | – | 0.08% | 47 |
|
|
2022
Q1 | $327K | Hold |
4,277
| – | – | 0.1% | 47 |
|
|
2021
Q4 | $358K | Hold |
4,277
| – | – | 0.11% | 41 |
|
|
2021
Q3 | $316K | Buy |
+4,277
| New | +$316K | 0.1% | 44 |
|