Unionview 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $272K | Hold |
2,682
| – | – | 0.2% | 71 |
|
|
2024
Q3 | $257K | Buy |
2,682
+1
| +0% | +$96 | 0.2% | 77 |
|
|
2024
Q2 | $248K | Buy |
2,681
+2
| +0.1% | +$185 | 0.2% | 78 |
|
|
2024
Q1 | $226K | Sell |
2,679
-98
| -4% | -$8.28K | 0.19% | 83 |
|
|
2023
Q4 | $209K | Sell |
2,777
-350
| -11% | -$26.3K | 0.19% | 81 |
|
|
2023
Q3 | $214K | Hold |
3,127
| – | – | 0.2% | 76 |
|
|
2023
Q2 | $220K | Buy |
+3,127
| New | +$220K | 0.2% | 77 |
|
|
2022
Q2 | – | Sell |
-3,039
| Closed | -$232K | – | 85 |
|
|
2022
Q1 | $232K | Hold |
3,039
| – | – | 0.22% | 80 |
|
|
2021
Q4 | $254K | Buy |
+3,039
| New | +$254K | 0.24% | 79 |
|