RFP Financial 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
Q3 | – | Sell |
-1,500
| Closed | -$139K | – | 448 |
|
|
2024
Q2 | $139K | Hold |
1,500
| – | – | 0.05% | 136 |
|
|
2024
Q1 | $127K | Hold |
1,500
| – | – | 0.05% | 127 |
|
|
2023
Q4 | $113K | Hold |
1,500
| – | – | 0.05% | 129 |
|
|
2023
Q3 | $103K | Hold |
1,500
| – | – | 0.05% | 132 |
|
|
2023
Q2 | $106K | Buy |
+1,500
| New | +$106K | 0.04% | 144 |
|
|
2023
Q1 | – | Sell |
-1,500
| Closed | -$87.8K | – | 801 |
|
|
2022
Q4 | $87.8K | Buy |
+1,500
| New | +$87.8K | 0.04% | 143 |
|