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 |
|