TrinityPoint Wealth’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
Q4 | $716K | Buy |
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|
2024
Q3 | $665K | Buy |
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|
2024
Q2 | $613K | Buy |
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|
2024
Q1 | $550K | Buy |
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|
2023
Q4 | $489K | Buy |
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|
2023
Q3 | $445K | Hold |
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|
2023
Q2 | $458K | Hold |
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|
2023
Q1 | $415K | Buy |
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|
2022
Q4 | $377K | Hold |
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|
2022
Q3 | $373K | Buy |
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|
2022
Q2 | $320K | Sell |
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|
2022
Q1 | $407K | Sell |
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|
2021
Q4 | $470K | Sell |
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|
2021
Q3 | $460K | Hold |
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|
2021
Q2 | $453K | Buy |
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|
2021
Q1 | $394K | Hold |
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|
2020
Q4 | $401K | Buy |
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|
2020
Q3 | $263K | Hold |
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|
2020
Q2 | $236K | Buy |
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