Second Half Financial Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$636K Sell
2023
Q3
$610K Sell
2023
Q2
$8.77M Buy
2023
Q1
$575K Hold
2022
Q4
$556K Sell
2022
Q3
$522K Buy