River 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,961
| Closed | -$209K | – | 207 |
|
|
2023
Q2 | $209K | Sell |
2,961
-569
| -16% | -$40.1K | 0.04% | 208 |
|
|
2023
Q1 | $226K | Buy |
+3,530
| New | +$226K | 0.04% | 193 |
|
|
2022
Q2 | – | Sell |
-2,634
| Closed | -$201K | – | 221 |
|
|
2022
Q1 | $201K | Hold |
2,634
| – | – | 0.03% | 220 |
|
|
2021
Q4 | $220K | Buy |
+2,634
| New | +$220K | 0.03% | 216 |
|
|
2019
Q1 | – | Sell |
-1,300
| Closed | -$49K | – | 323 |
|
|
2018
Q4 | $49K | Hold |
1,300
| – | – | 0.02% | 247 |
|
|
2018
Q3 | $58K | Hold |
1,300
| – | – | 0.02% | 266 |
|
|
2018
Q2 | $53K | Buy |
+1,300
| New | +$53K | 0.02% | 269 |
|