Shepherd 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
2018
Q4
Sell
-5,848
Closed -$238K 132
2018
Q3
$238K Hold
5,848
0.05% 113
2018
Q2
$239K Buy
+5,848
New +$239K 0.05% 112