Allen Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-8,800
| Closed | -$316K | – | 192 |
|
|
2017
Q3 | $316K | Hold |
8,800
| – | – | 0.01% | 181 |
|
|
2017
Q2 | $301K | Hold |
8,800
| – | – | 0.01% | 195 |
|
|
2017
Q1 | $289K | Buy |
+8,800
| New | +$289K | 0.01% | 196 |
|
|
2016
Q2 | – | Sell |
-72,144
| Closed | -$2.09M | – | 226 |
|
|
2016
Q1 | $2.09M | Buy |
+72,144
| New | +$2.09M | 0.16% | 59 |
|