TMD Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$915K Hold
2024
Q1
$835K Sell
2023
Q4
$1.12M Sell
2023
Q3
$1.21M Hold
2023
Q2
$1.24M Hold
2023
Q1
$1.13M Sell
2022
Q4
$1.87M Buy