SBK Financial’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
2022
Q4
$1.11M Sell
18,930
-568
-3% -$33.2K 1.76% 20
2022
Q3
$1.13M Sell
19,498
-188
-1% -$10.9K 1.73% 18
2022
Q2
$1.19M Sell
19,686
-560
-3% -$33.8K 1.55% 15
2022
Q1
$1.55M Sell
20,246
-234
-1% -$17.9K 1.54% 15
2021
Q4
$1.71M Buy
+20,480
New +$1.71M 1.37% 18