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Stonebridge Financial Planning Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Stonebridge Financial Planning Group’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-530
Closed -$40K – 236
2021
Q4 		$40K Hold
530
– – 0.02% 231
2021
Q3 		$43K Hold
530
– – 0.02% 233
2021
Q2 		$40K Hold
530
– – 0.02% 231
2021
Q1 		$36K Buy
+530
New +$36K 0.02% 239