Wetzel Investment Advisors’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
-835
Closed -$70.5K 500
2024
Q2
$70.5K Hold
835
0.04% 204
2024
Q1
$67.7K Hold
835
0.04% 216
2023
Q4
$63K Buy
+835
New +$63K 0.04% 225