Retirement 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 | $120K | Hold |
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|
2023
Q4 | $107K | Sell |
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|
2023
Q3 | $104K | Hold |
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|
2023
Q2 | $108K | Hold |
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|
2023
Q1 | $98K | Buy |
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|
2022
Q4 | $88K | Buy |
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|
2022
Q3 | $28K | Sell |
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|
2022
Q2 | $154K | Buy |
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|
2022
Q1 | $118K | Hold |
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|
2021
Q4 | $129K | Buy |
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|
2021
Q3 | $110K | Hold |
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|
2021
Q2 | $108K | Sell |
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|
2021
Q1 | $99K | Buy |
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|
2020
Q4 | $97K | Buy |
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|
2020
Q3 | $83K | Hold |
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|
2020
Q2 | $75K | Buy |
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|
2019
Q4 | $69K | Buy |
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