Aldebaran Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-7,520
| Closed | -$229K | – | 100 |
|
|
2016
Q3 | $229K | Hold |
7,520
| – | – | 0.18% | 89 |
|
|
2016
Q2 | $224K | Hold |
7,520
| – | – | 0.18% | 94 |
|
|
2016
Q1 | $218K | Hold |
7,520
| – | – | 0.19% | 92 |
|
|
2015
Q4 | $214K | Hold |
7,520
| – | – | 0.2% | 91 |
|
|
2015
Q3 | $203K | Hold |
7,520
| – | – | 0.19% | 95 |
|
|
2015
Q2 | $214K | Hold |
7,520
| – | – | 0.18% | 99 |
|
|
2015
Q1 | $214K | Hold |
7,520
| – | – | 0.18% | 103 |
|
|
2014
Q4 | $210K | Hold |
7,520
| – | – | 0.18% | 104 |
|
|
2014
Q3 | $201K | Buy |
+7,520
| New | +$201K | 0.18% | 107 |
|