Treybourne Wealth Planners’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
2021
Q2
$931K Sell
12,806
-150
-1% -$10.9K 0.58% 18
2021
Q1
$844K Sell
12,956
-440
-3% -$28.7K 0.58% 18
2020
Q4
$855K Buy
+13,396
New +$855K 0.62% 18