TrueWealth LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $32K | Hold |
624
| – | – | 0.01% | 325 |
|
|
2020
Q1 | $26K | Buy |
624
+472
| +311% | +$19.7K | 0.01% | 328 |
|
|
2019
Q4 | $7K | Hold |
152
| – | – | ﹤0.01% | 518 |
|
|
2019
Q3 | $7K | Hold |
152
| – | – | ﹤0.01% | 507 |
|
|
2019
Q2 | $7K | Hold |
152
| – | – | ﹤0.01% | 515 |
|
|
2019
Q1 | $7K | Hold |
152
| – | – | ﹤0.01% | 518 |
|
|
2018
Q4 | $6K | Hold |
152
| – | – | ﹤0.01% | 516 |
|
|
2018
Q3 | $7K | Buy |
+152
| New | +$7K | ﹤0.01% | 549 |
|