Regent Peak Wealth Advisors’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
2021
Q1
Sell
-1,136
Closed -$72K 558
2020
Q4
$72K Buy
+1,136
New +$72K 0.02% 254