VisionPoint Advisory Group’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
Q3 | – | Sell |
-110
| Closed | -$10.2K | – | 514 |
|
|
2024
Q2 | $10.2K | Sell |
110
-461
| -81% | -$42.7K | ﹤0.01% | 493 |
|
|
2024
Q1 | $48.2K | Sell |
571
-212
| -27% | -$17.9K | 0.02% | 270 |
|
|
2023
Q4 | $58.8K | Sell |
783
-50
| -6% | -$3.76K | 0.02% | 225 |
|
|
2023
Q3 | $57K | Sell |
833
-1,957
| -70% | -$134K | 0.02% | 240 |
|
|
2023
Q2 | $197K | Buy |
+2,790
| New | +$197K | 0.08% | 133 |
|