RA
RiverTree Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-54,080
| Closed | -$4.53M | – | 42 |
|
|
2021
Q4 | $4.53M | Buy |
54,080
+3,093
| +6% | +$259K | 2.9% | 15 |
|
|
2021
Q3 | $3.77M | Sell |
50,987
-22,754
| -31% | -$1.68M | 2.57% | 18 |
|
|
2021
Q2 | $5.36M | Sell |
73,741
-2,639
| -3% | -$192K | 3.63% | 14 |
|
|
2021
Q1 | $4.97M | Buy |
76,380
+21,116
| +38% | +$1.37M | 3.49% | 13 |
|
|
2020
Q4 | $3.53M | Buy |
+55,264
| New | +$3.53M | 2.82% | 17 |
|