Roffman Miller Associates’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
Q4
Sell
-5,000
Closed -$342K 78
2023
Q3
$342K Buy
+5,000
New +$342K 0.03% 75
2020
Q3
Sell
-8,580
Closed -$445K 106
2020
Q2
$445K Buy
+8,580
New +$445K 0.04% 99