Baystate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.62M | Buy |
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|
2023
Q3 | $1.35M | Buy |
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|
2023
Q2 | $110K | Sell |
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|
2023
Q1 | $111K | Sell |
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|
2022
Q4 | $163K | Buy |
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|
2022
Q3 | $160K | Buy |
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|
2022
Q2 | $63K | Buy |
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|
2022
Q1 | $79K | Sell |
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|
2021
Q4 | $98K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $113K | Buy |
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|
2021
Q1 | $101K | Buy |
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|
2020
Q4 | $99K | Buy |
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|
2020
Q3 | $89K | Buy |
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|
2020
Q2 | $80K | Hold |
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|
2020
Q1 | $63K | Buy |
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|
2019
Q4 | $74K | Buy |
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|
2019
Q3 | $69K | Buy |
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|
2019
Q2 | $69K | Buy |
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|
2019
Q1 | $67K | Sell |
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|
2018
Q4 | $265K | Buy |
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|
2018
Q3 | $62K | Buy |
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|
2018
Q2 | $62K | Buy |
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|
2018
Q1 | $58K | Hold |
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|
2017
Q4 | $61K | Hold |
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|
2017
Q3 | $54K | Hold |
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|
2017
Q2 | $52K | Hold |
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|
2017
Q1 | $49K | Hold |
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|
2016
Q4 | $46K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $18K | Buy |
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