Avalon Investment & Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $4.32M | Buy |
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|
2022
Q4 | $3.93M | Sell |
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|
2022
Q3 | $4M | Hold |
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|
2022
Q2 | $4.17M | Hold |
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|
2022
Q1 | $5.28M | Hold |
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|
2021
Q4 | $5.79M | Hold |
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|
2021
Q3 | $5.11M | Hold |
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|
2021
Q2 | $5.03M | Hold |
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|
2021
Q1 | $4.5M | Sell |
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|
2020
Q4 | $4.59M | Buy |
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|
2020
Q3 | $3.79M | Buy |
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|
2020
Q2 | $3.36M | Buy |
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|
2020
Q1 | $2.57M | Buy |
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|
2019
Q4 | $1.1M | Buy |
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|
2019
Q3 | $349K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $271K | Buy |
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