RMR Wealth Builders’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-999
| Closed | -$65K | – | 423 |
|
|
2021
Q1 | $65K | Buy |
999
+2
| +0.2% | +$130 | 0.02% | 329 |
|
|
2020
Q4 | $64K | Buy |
+997
| New | +$64K | 0.03% | 237 |
|
|
2020
Q3 | – | Sell |
-992
| Closed | -$51K | – | 345 |
|
|
2020
Q2 | $51K | Buy |
+992
| New | +$51K | 0.05% | 220 |
|
|
2019
Q4 | $33K | Buy |
+672
| New | +$33K | 0.03% | 264 |
|