Advantage Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $130K | Hold |
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2019
Q2 | $130K | Hold |
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|
2019
Q1 | $125K | Sell |
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|
2018
Q4 | $131K | Sell |
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|
2018
Q3 | $1.05M | Sell |
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|
2018
Q2 | $1.15M | Sell |
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|
2018
Q1 | $10.7M | Buy |
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|
2017
Q4 | $10.4M | Sell |
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|
2017
Q3 | $13M | Sell |
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|
2017
Q2 | $14.5M | Buy |
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|
2017
Q1 | $7.6M | Buy |
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|
2016
Q4 | $149K | Buy |
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|
2016
Q3 | $119K | Sell |
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|
2016
Q2 | $123K | Sell |
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|
2016
Q1 | $1.74M | Sell |
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|
2015
Q4 | $2.61M | Buy |
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|
2015
Q3 | $913K | Buy |
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|
2015
Q2 | $326K | Sell |
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|
2015
Q1 | $753K | Sell |
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|
2014
Q4 | $3.3M | Buy |
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