Abbrea Capital’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
Q2 | $478K | Sell |
|
|||||
|
2024
Q1 | $446K | Sell |
|
|||||
|
2023
Q4 | $408K | Hold |
|
|||||
|
2023
Q3 | $373K | Hold |
|
|||||
|
2023
Q2 | $383K | Hold |
|
|||||
|
2023
Q1 | $347K | Sell |
|
|||||
|
2022
Q4 | $333K | Hold |
|
|||||
|
2022
Q3 | $329K | Sell |
|
|||||
|
2022
Q2 | $349K | Hold |
|
|||||
|
2022
Q1 | $442K | Hold |
|
|||||
|
2021
Q4 | $484K | Hold |
|
|||||
|
2021
Q3 | $428K | Sell |
|
|||||
|
2021
Q2 | $528K | Sell |
|
|||||
|
2021
Q1 | $496K | Hold |
|
|||||
|
2020
Q4 | $486K | Buy |
|
|||||
|
2020
Q3 | $370K | Hold |
|
|||||
|
2020
Q2 | $332K | Hold |
|
|||||
|
2020
Q1 | $264K | Hold |
|
|||||
|
2019
Q4 | $310K | Hold |
|
|||||
|
2019
Q3 | $288K | Buy |
|
|||||
|
2019
Q2 | $246K | Hold |
|
|||||
|
2019
Q1 | $237K | Sell |
|
|||||
|
2018
Q4 | $226K | Hold |
|
|||||
|
2018
Q3 | $266K | Hold |
|
|||||
|
2018
Q2 | $245K | Hold |
|
|||||
|
2018
Q1 | $233K | Sell |
|
|||||
|
2017
Q4 | $244K | Hold |
|
|||||
|
2017
Q3 | $229K | Sell |
|
|||||
|
2017
Q2 | $224K | Sell |
|
|||||
|
2017
Q1 | $226K | Hold |
|
|||||
|
2016
Q4 | $209K | Buy |
|