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