Second Half Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8,473
| Closed | -$636K | – | 68 |
|
|
2023
Q4 | $636K | Sell |
8,473
-438
| -5% | -$32.9K | 0.31% | 30 |
|
|
2023
Q3 | $610K | Sell |
8,911
-115,569
| -93% | -$7.91M | 0.3% | 23 |
|
|
2023
Q2 | $8.77M | Buy |
124,480
+115,475
| +1,282% | +$8.14M | 2% | 10 |
|
|
2023
Q1 | $575K | Hold |
9,005
| – | – | 0.34% | 21 |
|
|
2022
Q4 | $556K | Sell |
9,005
-16
| -0.2% | -$988 | 0.36% | 26 |
|
|
2022
Q3 | $522K | Buy |
+9,021
| New | +$522K | 0.65% | 22 |
|