Stone Asset 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
2023
Q1
$223K Hold
3,492
0.36% 33
2022
Q4
$204K Buy
+3,492
New +$204K 0.13% 42
2022
Q3
Sell
-55,275
Closed -$3.34M 44
2022
Q2
$3.34M Buy
55,275
+1,273
+2% +$76.8K 2.1% 15
2022
Q1
$4.13M Buy
+54,002
New +$4.13M 2.3% 14