Baker Avenue Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $4.68M | Buy |
|
|||||
|
2023
Q2 | $4.73M | Buy |
|
|||||
|
2023
Q1 | $55.2K | Hold |
|
|||||
|
2022
Q4 | $50.5K | Sell |
|
|||||
|
2022
Q3 | $2.15M | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $288K | Hold |
|
|||||
|
2020
Q4 | $282K | Hold |
|
|||||
|
2020
Q3 | $255K | Hold |
|
|||||
|
2020
Q2 | $229K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $788K | Hold |
|
|||||
|
2019
Q3 | $733K | Hold |
|
|||||
|
2019
Q2 | $730K | Buy |
|
|||||
|
2019
Q1 | $670K | Hold |
|
|||||
|
2018
Q4 | $586K | Sell |
|
|||||
|
2018
Q3 | $3.42M | Buy |
|
|||||
|
2018
Q2 | $3.05M | Buy |
|
|||||
|
2018
Q1 | $2.9M | Buy |
|
|||||
|
2017
Q4 | $2.79M | Hold |
|
|||||
|
2017
Q3 | $2.62M | Buy |
|
|||||
|
2017
Q2 | $477K | Hold |
|
|||||
|
2017
Q1 | $459K | Sell |
|
|||||
|
2016
Q4 | $461K | Buy |
|
|||||
|
2016
Q3 | $456K | Sell |
|
|||||
|
2016
Q2 | $492K | Sell |
|
|||||
|
2016
Q1 | $1.08M | Sell |
|
|||||
|
2015
Q4 | $23.7M | Buy |
|
|||||
|
2015
Q3 | $21.1M | Buy |
|
|||||
|
2015
Q2 | $22.2M | Sell |
|
|||||
|
2015
Q1 | $22.8M | Sell |
|
|||||
|
2014
Q4 | $23.6M | Sell |
|
|||||
|
2014
Q3 | $23.4M | Buy |
|
|||||
|
2014
Q2 | $22M | Buy |
|
|||||
|
2014
Q1 | $19.7M | Buy |
|
|||||
|
2013
Q4 | $17.1M | Buy |
|
|||||
|
2013
Q3 | $14.1M | Buy |
|
|||||
|
2013
Q2 | $1.19M | Buy |
|