Triad Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $37.8M | Sell |
552,859
-6,058
| -1% | -$414K | 13.32% | 2 |
|
|
2023
Q2 | $39.4M | Buy |
558,917
+8,698
| +2% | +$613K | 16.17% | 2 |
|
|
2023
Q1 | $35.2M | Buy |
550,219
+27,452
| +5% | +$1.75M | 15.3% | 2 |
|
|
2022
Q4 | $30.6M | Buy |
522,767
+56,642
| +12% | +$3.31M | 13.64% | 2 |
|
|
2022
Q3 | $27M | Buy |
466,125
+51,563
| +12% | +$2.98M | 14.66% | 2 |
|
|
2022
Q2 | $25M | Buy |
414,562
+155,978
| +60% | +$9.41M | 13.86% | 3 |
|
|
2022
Q1 | $19.8M | Buy |
258,584
+182,777
| +241% | +$14M | 10.56% | 3 |
|
|
2021
Q4 | $6.34M | Buy |
+75,807
| New | +$6.34M | 3.76% | 6 |
|