Solano Wealth Management’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
Q2 | $602K | Hold |
6,500
| – | – | 0.33% | 23 |
|
|
2024
Q1 | $549K | Sell |
6,500
-2,704
| -29% | -$228K | 0.31% | 22 |
|
|
2023
Q4 | $691K | Hold |
9,204
| – | – | 0.42% | 18 |
|
|
2023
Q3 | $630K | Sell |
9,204
-900
| -9% | -$61.6K | 0.44% | 18 |
|
|
2023
Q2 | $712K | Sell |
10,104
-1,000
| -9% | -$70.5K | 0.48% | 15 |
|
|
2023
Q1 | $709K | Buy |
+11,104
| New | +$709K | 0.52% | 15 |
|