Unionview LLC’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
$272K Hold
2024
Q3
$257K Buy
2024
Q2
$248K Buy
2024
Q1
$226K Sell
2023
Q4
$209K Sell
2023
Q3
$214K Hold
2023
Q2
$220K Buy
2022
Q2
Sell
2022
Q1
$232K Hold
2021
Q4
$254K Buy