Tandem Wealth Advisors’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
Q1
Sell
-4,649
Closed -$272K 60
2022
Q4
$272K Buy
+4,649
New +$272K 0.17% 38