TMD 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $915K | Hold |
9,889
| – | – | 0.2% | 27 |
|
|
2024
Q1 | $835K | Sell |
9,889
-5,000
| -34% | -$422K | 0.19% | 32 |
|
|
2023
Q4 | $1.12M | Sell |
14,889
-2,750
| -16% | -$207K | 0.29% | 29 |
|
|
2023
Q3 | $1.21M | Hold |
17,639
| – | – | 0.34% | 26 |
|
|
2023
Q2 | $1.24M | Hold |
17,639
| – | – | 0.32% | 20 |
|
|
2023
Q1 | $1.13M | Sell |
17,639
-14,294
| -45% | -$913K | 0.32% | 22 |
|
|
2022
Q4 | $1.87M | Buy |
+31,933
| New | +$1.87M | 0.83% | 17 |
|