UCIG
Ulrich Consultants & Investment Group’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $924K | Hold |
13,106
| – | – | 2.23% | 10 |
|
|
2023
Q1 | $837K | Hold |
13,106
| – | – | 1.75% | 13 |
|
|
2022
Q4 | $767K | Hold |
13,106
| – | – | 1.72% | 13 |
|
|
2022
Q3 | $758K | Hold |
13,106
| – | – | 0.58% | 41 |
|
|
2022
Q2 | $791K | Buy |
+13,106
| New | +$791K | 0.43% | 58 |
|