Vaughan & Co Securities’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 | – | Sell |
-2,188
| Closed | -$210K | – | 55 |
|
|
2024
Q3 | $210K | Hold |
2,188
| – | – | 0.12% | 54 |
|
|
2024
Q2 | $202K | Buy |
+2,188
| New | +$202K | 0.13% | 54 |
|
|
2020
Q2 | – | Sell |
-4,428
| Closed | -$183K | – | 103 |
|
|
2020
Q1 | $183K | Hold |
4,428
| – | – | 0.23% | 45 |
|
|
2019
Q4 | $214K | Buy |
+4,428
| New | +$214K | 0.19% | 48 |
|