Alerus Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $282K | Hold |
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|
2015
Q4 | $282K | Buy |
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|
2015
Q3 | $44K | Sell |
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|
2015
Q2 | $277K | Hold |
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|
2015
Q1 | $277K | Hold |
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|
2014
Q4 | $272K | Hold |
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|
2014
Q3 | $267K | Sell |
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|
2014
Q2 | $979K | Sell |
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|
2014
Q1 | $1.09M | Buy |
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|
2013
Q4 | $866K | Buy |
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|
2013
Q3 | $628K | Sell |
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|
2013
Q2 | $1.17M | Buy |
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