Waldron Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,448
| Closed | -$263K | – | 395 |
|
|
2022
Q1 | $263K | Hold |
3,448
| – | – | 0.01% | 341 |
|
|
2021
Q4 | $288K | Hold |
3,448
| – | – | 0.01% | 317 |
|
|
2021
Q3 | $254K | Hold |
3,448
| – | – | 0.01% | 311 |
|
|
2021
Q2 | $250K | Hold |
3,448
| – | – | 0.02% | 297 |
|
|
2021
Q1 | $224K | Hold |
3,448
| – | – | 0.02% | 282 |
|
|
2020
Q4 | $220K | Buy |
+3,448
| New | +$220K | 0.02% | 271 |
|