WR Wealth Planners’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $865K | Sell |
|
|||||
|
2024
Q3 | $1.97M | Buy |
|
|||||
|
2024
Q2 | $316K | Buy |
|
|||||
|
2024
Q1 | $168K | Sell |
|
|||||
|
2023
Q4 | $658K | Buy |
|
|||||
|
2023
Q3 | $534K | Buy |
|
|||||
|
2023
Q2 | $22.2K | Buy |
|
|||||
|
2023
Q1 | $10.3K | Buy |
|
|||||
|
2022
Q4 | $1.99K | Hold |
|
|||||
|
2022
Q3 | $1.97K | Hold |
|
|||||
|
2022
Q2 | $2.05K | Hold |
|
|||||
|
2022
Q1 | $2.6K | Buy |
|