Altium Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $550K | Sell |
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|
2022
Q1 | $740K | Buy |
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|
2021
Q4 | $426K | Buy |
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|
2021
Q3 | $253K | Sell |
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|
2021
Q2 | $250K | Sell |
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|
2021
Q1 | $244K | Sell |
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|
2020
Q4 | $271K | Sell |
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|
2020
Q3 | $279K | Hold |
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|
2020
Q2 | $251K | Sell |
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|
2020
Q1 | $233K | Sell |
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|
2019
Q4 | $677K | Buy |
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|
2019
Q3 | $450K | Sell |
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|
2019
Q2 | $583K | Sell |
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|
2019
Q1 | $582K | Buy |
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|
2018
Q4 | $505K | Sell |
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|
2018
Q3 | $609K | Buy |
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|
2018
Q2 | $529K | Buy |
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|
2018
Q1 | $385K | Buy |
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|
2017
Q4 | $350K | Buy |
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