SWM
Selective Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,265
| Closed | -$223K | – | 90 |
|
|
2023
Q3 | $223K | Buy |
3,265
+206
| +7% | +$14.1K | 0.12% | 76 |
|
|
2023
Q2 | $213K | Buy |
+3,059
| New | +$213K | 0.11% | 110 |
|
|
2022
Q4 | – | Sell |
-3,140
| Closed | -$182K | – | 425 |
|
|
2022
Q3 | $182K | Hold |
3,140
| – | – | 0.08% | 138 |
|
|
2022
Q2 | $189K | Sell |
3,140
-64
| -2% | -$3.85K | 0.07% | 148 |
|
|
2022
Q1 | $245K | Hold |
3,204
| – | – | 0.09% | 113 |
|
|
2021
Q4 | $268K | Hold |
3,204
| – | – | 0.11% | 95 |
|
|
2021
Q3 | $237K | Buy |
+3,204
| New | +$237K | 0.13% | 91 |
|