Sutton Wealth Advisors’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
Q3 | $692K | Hold |
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2023
Q2 | $713K | Hold |
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2023
Q1 | $646K | Hold |
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2022
Q4 | $592K | Hold |
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2022
Q3 | $585K | Hold |
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2022
Q2 | $610K | Hold |
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2022
Q1 | $772K | Hold |
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2021
Q4 | $846K | Hold |
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2021
Q3 | $747K | Hold |
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2021
Q2 | $735K | Hold |
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2021
Q1 | $658K | Hold |
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2020
Q4 | $645K | Sell |
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2020
Q3 | $631K | Hold |
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2020
Q2 | $567K | Hold |
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2020
Q1 | $451K | Hold |
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2019
Q4 | $529K | Hold |
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2019
Q3 | $492K | Hold |
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2019
Q2 | $490K | Hold |
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2019
Q1 | $471K | Hold |
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2018
Q4 | $412K | Hold |
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2018
Q3 | $484K | Hold |
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2018
Q2 | $444K | Hold |
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2018
Q1 | $424K | Hold |
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2017
Q4 | $417K | Hold |
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2017
Q3 | $392K | Hold |
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2017
Q2 | $374K | Hold |
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2017
Q1 | $359K | Hold |
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2016
Q4 | $333K | Hold |
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2016
Q3 | $332K | Hold |
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2016
Q2 | $318K | Hold |
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2016
Q1 | $317K | Buy |
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