Redwood Financial Network’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
Q3 | – | Sell |
-5,175
| Closed | -$365K | – | 144 |
|
|
2023
Q2 | $365K | Sell |
5,175
-636
| -11% | -$44.8K | 0.34% | 94 |
|
|
2023
Q1 | $371K | Sell |
5,811
-73
| -1% | -$4.66K | 0.38% | 90 |
|
|
2022
Q4 | $344K | Sell |
5,884
-1,188
| -17% | -$69.5K | 0.39% | 84 |
|
|
2022
Q3 | $409K | Buy |
7,072
+6
| +0.1% | +$347 | 0.47% | 72 |
|
|
2022
Q2 | $426K | Buy |
7,066
+5
| +0.1% | +$301 | 0.46% | 73 |
|
|
2022
Q1 | $539K | Buy |
+7,061
| New | +$539K | 0.5% | 69 |
|