Syverson Strege & Co’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
Q2 | – | Sell |
-1,020
| Closed | -$65.2K | – | 337 |
|
|
2023
Q1 | $65.2K | Hold |
1,020
| – | – | 0.03% | 111 |
|
|
2022
Q4 | $59.7K | Hold |
1,020
| – | – | 0.03% | 117 |
|
|
2022
Q3 | $59K | Hold |
1,020
| – | – | 0.03% | 114 |
|
|
2022
Q2 | $62K | Hold |
1,020
| – | – | 0.02% | 118 |
|
|
2022
Q1 | $78K | Hold |
1,020
| – | – | 0.08% | 102 |
|
|
2021
Q4 | $85K | Hold |
1,020
| – | – | 0.06% | 103 |
|
|
2021
Q3 | $75K | Hold |
1,020
| – | – | 0.06% | 108 |
|
|
2021
Q2 | $74K | Hold |
1,020
| – | – | 0.07% | 104 |
|
|
2021
Q1 | $66K | Hold |
1,020
| – | – | 0.07% | 104 |
|
|
2020
Q4 | $65K | Buy |
+1,020
| New | +$65K | 0.06% | 103 |
|