Upper Left Wealth 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
Q1 | – | Sell |
-22,310
| Closed | -$1.68M | – | 62 |
|
|
2023
Q4 | $1.68M | Buy |
22,310
+497
| +2% | +$37.3K | 1.64% | 21 |
|
|
2023
Q3 | $1.49M | Sell |
21,813
-25,577
| -54% | -$1.75M | 1.55% | 21 |
|
|
2023
Q2 | $3.34M | Sell |
47,390
-80
| -0.2% | -$5.64K | 3.71% | 10 |
|
|
2023
Q1 | $3.03M | Buy |
47,470
+11,580
| +32% | +$740K | 3.44% | 12 |
|
|
2022
Q4 | $2.1M | Buy |
+35,890
| New | +$2.1M | 2.48% | 18 |
|