WMS
Wealth Management Solutions’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $326K | Sell |
4,764
-17
| -0.4% | -$1.16K | 0.22% | 60 |
|
|
2023
Q2 | $337K | Sell |
4,781
-136
| -3% | -$9.59K | 0.22% | 57 |
|
|
2023
Q1 | $314K | Buy |
4,917
+11
| +0.2% | +$703 | 0.18% | 65 |
|
|
2022
Q4 | $287K | Sell |
4,906
-237
| -5% | -$13.9K | 0.15% | 73 |
|
|
2022
Q3 | $298K | Sell |
5,143
-491
| -9% | -$28.5K | 0.17% | 59 |
|
|
2022
Q2 | $340K | Sell |
5,634
-1,622
| -22% | -$97.9K | 0.19% | 56 |
|
|
2022
Q1 | $554K | Sell |
7,256
-2,241
| -24% | -$171K | 0.29% | 49 |
|
|
2021
Q4 | $795K | Buy |
+9,497
| New | +$795K | 0.41% | 43 |
|