Acorn Wealth Advisors’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
2018
Q3
Sell
-3,380
Closed -$138K 284
2018
Q2
$138K Hold
3,380
0.12% 143
2018
Q1
$133K Buy
3,380
+792
+31% +$31.2K 0.12% 145
2017
Q4
$102K Buy
+2,588
New +$102K 0.09% 169