American Financial Network Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-14,484
| Closed | -$647K | – | 112 |
|
|
2019
Q2 | $647K | Sell |
14,484
-540
| -4% | -$24.1K | 0.51% | 49 |
|
|
2019
Q1 | $641K | Sell |
15,024
-2,668
| -15% | -$114K | 0.47% | 53 |
|
|
2018
Q4 | $666K | Sell |
17,692
-1,576
| -8% | -$59.3K | 0.47% | 59 |
|
|
2018
Q3 | $856K | Buy |
19,268
+19,172
| +19,971% | +$852K | 0.45% | 65 |
|
|
2018
Q2 | $919 | Hold |
96
| – | – | 0.5% | 60 |
|
|
2018
Q1 | $874 | Sell |
96
-26,372
| -100% | -$240K | 0.46% | 61 |
|
|
2017
Q4 | $1.01M | Sell |
26,468
-14,540
| -35% | -$555K | 0.42% | 76 |
|
|
2017
Q3 | $1.47M | Buy |
+41,008
| New | +$1.47M | 0.63% | 44 |
|