WR Wealth Planners’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
Q4 | $865K | Sell |
8,522
-12,088
| -59% | -$1.23M | 0.28% | 54 |
|
|
2024
Q3 | $1.97M | Buy |
20,610
+17,201
| +505% | +$1.65M | 0.55% | 34 |
|
|
2024
Q2 | $316K | Buy |
3,409
+1,421
| +71% | +$132K | 0.1% | 128 |
|
|
2024
Q1 | $168K | Sell |
1,988
-6,775
| -77% | -$572K | 0.05% | 196 |
|
|
2023
Q4 | $658K | Buy |
8,763
+959
| +12% | +$72K | 0.24% | 71 |
|
|
2023
Q3 | $534K | Buy |
7,804
+7,489
| +2,377% | +$512K | 0.2% | 77 |
|
|
2023
Q2 | $22.2K | Buy |
315
+153
| +94% | +$10.8K | 0.01% | 418 |
|
|
2023
Q1 | $10.4K | Buy |
162
+128
| +376% | +$8.18K | ﹤0.01% | 547 |
|
|
2022
Q4 | $1.99K | Hold |
34
| – | – | ﹤0.01% | 393 |
|
|
2022
Q3 | $1.97K | Hold |
34
| – | – | ﹤0.01% | 390 |
|
|
2022
Q2 | $2.05K | Hold |
34
| – | – | ﹤0.01% | 416 |
|
|
2022
Q1 | $2.6K | Buy |
+34
| New | +$2.6K | ﹤0.01% | 411 |
|