Smith Shellnut Wilson’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $243K | Hold |
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|
2022
Q4 | $222K | Buy |
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|
2022
Q3 | – | Sell |
|
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|
2022
Q2 | $246K | Hold |
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|
2022
Q1 | $312K | Hold |
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|
2021
Q4 | $342K | Hold |
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|
2021
Q3 | $302K | Sell |
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|
2021
Q2 | $302K | Hold |
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|
2021
Q1 | $270K | Sell |
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|
2020
Q4 | $750K | Buy |
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|
2020
Q3 | $2.94K | Sell |
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|
2020
Q2 | $609K | Hold |
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|
2020
Q1 | $485K | Hold |
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|
2019
Q4 | $569K | Hold |
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|
2019
Q3 | $529K | Hold |
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|
2019
Q2 | $526K | Buy |
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|
2019
Q1 | $493K | Buy |
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