StrategIQ Financial Group’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $957K | Buy |
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|
2023
Q3 | $871K | Sell |
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|
2023
Q2 | $913K | Buy |
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|
2023
Q1 | $819K | Buy |
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|
2022
Q4 | $749K | Buy |
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|
2022
Q3 | $694K | Sell |
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|
2022
Q2 | $777K | Buy |
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|
2022
Q1 | $983K | Sell |
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|
2021
Q4 | $1.11M | Sell |
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|
2021
Q3 | $995K | Buy |
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|
2021
Q2 | $919K | Sell |
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|
2021
Q1 | $844K | Buy |
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|
2020
Q4 | $827K | Sell |
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|
2020
Q3 | $778K | Sell |
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|
2020
Q2 | $738K | Sell |
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|
2020
Q1 | $597K | Sell |
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|
2019
Q4 | $745K | Buy |
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|
2019
Q3 | $650K | Buy |
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