Tilia Fiduciary Partners’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
2022
Q4
Sell
-322
Closed -$18K 523
2022
Q3
$18K Sell
322
-138
-30% -$7.71K 0.02% 298
2022
Q2
$28K Hold
460
0.03% 261
2022
Q1
$35K Hold
460
0.03% 249
2021
Q4
$38K Buy
+460
New +$38K 0.03% 249