StrategIQ Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $957K | Buy |
12,738
+3
| +0% | +$225 | 0.11% | 149 |
|
|
2023
Q3 | $871K | Sell |
12,735
-215
| -2% | -$14.7K | 0.1% | 155 |
|
|
2023
Q2 | $913K | Buy |
12,950
+135
| +1% | +$9.52K | 0.1% | 150 |
|
|
2023
Q1 | $819K | Buy |
12,815
+6
| +0% | +$383 | 0.09% | 148 |
|
|
2022
Q4 | $749K | Buy |
12,809
+805
| +7% | +$47.1K | 0.09% | 149 |
|
|
2022
Q3 | $694K | Sell |
12,004
-876
| -7% | -$50.6K | 0.09% | 149 |
|
|
2022
Q2 | $777K | Buy |
12,880
+4
| +0% | +$241 | 0.09% | 148 |
|
|
2022
Q1 | $983K | Sell |
12,876
-347
| -3% | -$26.5K | 0.11% | 134 |
|
|
2021
Q4 | $1.11M | Sell |
13,223
-245
| -2% | -$20.5K | 0.11% | 128 |
|
|
2021
Q3 | $995K | Buy |
13,468
+836
| +7% | +$61.8K | 0.2% | 97 |
|
|
2021
Q2 | $919K | Sell |
12,632
-333
| -3% | -$24.2K | 0.18% | 103 |
|
|
2021
Q1 | $844K | Buy |
12,965
+4
| +0% | +$260 | 0.18% | 109 |
|
|
2020
Q4 | $827K | Sell |
12,961
-511
| -4% | -$32.6K | 0.19% | 103 |
|
|
2020
Q3 | $778K | Sell |
13,472
-752
| -5% | -$43.4K | 0.2% | 96 |
|
|
2020
Q2 | $738K | Sell |
14,224
-244
| -2% | -$12.7K | 0.2% | 99 |
|
|
2020
Q1 | $597K | Sell |
14,468
-916
| -6% | -$37.8K | 0.19% | 104 |
|
|
2019
Q4 | $745K | Buy |
15,384
+952
| +7% | +$46.1K | 0.19% | 108 |
|
|
2019
Q3 | $650K | Buy |
+14,432
| New | +$650K | 0.18% | 112 |
|