Titus Wealth Management’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
Q2 | $618K | Buy |
10,248
+2
| +0% | +$121 | 0.31% | 57 |
|
|
2022
Q1 | $783K | Buy |
10,246
+2,099
| +26% | +$160K | 0.35% | 48 |
|
|
2021
Q4 | $682K | Buy |
8,147
+351
| +5% | +$29.4K | 0.31% | 55 |
|
|
2021
Q3 | $576K | Buy |
7,796
+1
| +0% | +$74 | 0.3% | 58 |
|
|
2021
Q2 | $567K | Buy |
7,795
+494
| +7% | +$35.9K | 0.31% | 56 |
|
|
2021
Q1 | $475K | Buy |
7,301
+379
| +5% | +$24.7K | 0.28% | 64 |
|
|
2020
Q4 | $442K | Buy |
6,922
+606
| +10% | +$38.7K | 0.27% | 71 |
|
|
2020
Q3 | $365K | Buy |
6,316
+336
| +6% | +$19.4K | 0.26% | 69 |
|
|
2020
Q2 | $310K | Buy |
5,980
+352
| +6% | +$18.2K | 0.24% | 76 |
|
|
2020
Q1 | $232K | Buy |
5,628
+120
| +2% | +$4.95K | 0.22% | 83 |
|
|
2019
Q4 | $267K | Buy |
5,508
+4
| +0.1% | +$194 | 0.27% | 79 |
|
|
2019
Q3 | $248K | Buy |
5,504
+504
| +10% | +$22.7K | 0.23% | 82 |
|
|
2019
Q2 | $224K | Sell |
5,000
-1,064
| -18% | -$47.7K | 0.22% | 83 |
|
|
2019
Q1 | $261 | Buy |
6,064
+120
| +2% | +$5 | 0.23% | 82 |
|
|
2018
Q4 | $223 | Sell |
5,944
-116
| -2% | -$4 | 0.19% | 84 |
|
|
2018
Q3 | $268K | Buy |
6,060
+1,020
| +20% | +$45.1K | 0.23% | 76 |
|
|
2018
Q2 | $205K | Buy |
+5,040
| New | +$205K | 0.22% | 83 |
|