Strategic Wealth Investment Group’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
Q3
Sell
-2,376
Closed -$221K 136
2024
Q2
$221K Buy
+2,376
New +$221K 0.03% 129
2023
Q2
Hold
0
-$338K 134
2023
Q1
Hold
0
99