Tucker Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $107K | Buy |
1,053
+302
| +40% | +$30.7K | 0.01% | 228 |
|
|
2024
Q3 | $71.9K | Sell |
751
-215
| -22% | -$20.6K | 0.02% | 276 |
|
|
2024
Q2 | $89.4K | Sell |
966
-111
| -10% | -$10.3K | 0.02% | 284 |
|
|
2024
Q1 | $90.9K | Buy |
+1,077
| New | +$90.9K | 0.02% | 310 |
|
|
2022
Q4 | – | Sell |
-91
| Closed | -$5.5K | – | 876 |
|
|
2022
Q3 | $5.5K | Buy |
+91
| New | +$5.5K | ﹤0.01% | 412 |
|