20/20 Capital Management’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | $5.36M | Sell |
73,624
-1,322
| -2% | -$96.2K | 1.39% | 21 |
|
2021
Q1 | $4.88M | Sell |
74,946
-778
| -1% | -$50.7K | 1.41% | 21 |
|
2020
Q4 | $4.98M | Sell |
75,724
-3,536
| -4% | -$233K | 1.46% | 18 |
|
2020
Q3 | $4.58M | Sell |
79,260
-1,256
| -2% | -$72.6K | 1.72% | 17 |
|
2020
Q2 | $4.58M | Buy |
80,516
+368
| +0.5% | +$20.9K | 1.77% | 15 |
|
2020
Q1 | $3.8M | Buy |
80,148
+1,316
| +2% | +$62.4K | 1.71% | 14 |
|
2019
Q4 | $4.06M | Buy |
+78,832
| New | +$4.06M | 1.64% | 13 |
|