Walden Wealth Partners’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
Q2
$1.1M Hold
11,907
0.62% 26
2024
Q1
$989K Hold
11,907
0.57% 28
2023
Q4
$894K Buy
+11,907
New +$894K 0.56% 32