BDO Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $10.2M | Sell |
144,827
-5,355
| -4% | -$377K | 1.17% | 19 |
|
|
2023
Q1 | $9.6M | Sell |
150,182
-1,192
| -0.8% | -$76.2K | 1.18% | 19 |
|
|
2022
Q4 | $8.86M | Buy |
151,374
+9,228
| +6% | +$540K | 1.1% | 19 |
|
|
2022
Q3 | $8.22M | Sell |
142,146
-12,068
| -8% | -$698K | 1.09% | 20 |
|
|
2022
Q2 | $9.31M | Buy |
154,214
+13,503
| +10% | +$815K | 1.15% | 17 |
|
|
2022
Q1 | $10.7M | Buy |
140,711
+19,292
| +16% | +$1.47M | 1.15% | 18 |
|
|
2021
Q4 | $10.2M | Sell |
121,419
-2,944
| -2% | -$246K | 1.08% | 19 |
|
|
2021
Q3 | $9.19M | Sell |
124,363
-2,207
| -2% | -$163K | 1.01% | 22 |
|
|
2021
Q2 | $9.21M | Sell |
126,570
-13,018
| -9% | -$947K | 1.02% | 22 |
|
|
2021
Q1 | $9.09M | Sell |
139,588
-9,911
| -7% | -$645K | 1.07% | 21 |
|
|
2020
Q4 | $9.54M | Buy |
149,499
+4,287
| +3% | +$274K | 1.34% | 16 |
|
|
2020
Q3 | $8.39M | Sell |
145,212
-992
| -0.7% | -$57.3K | 1.37% | 17 |
|
|
2020
Q2 | $7.58M | Buy |
146,204
+20,928
| +17% | +$1.09M | 1.33% | 17 |
|
|
2020
Q1 | $5.17M | Buy |
125,276
+25,764
| +26% | +$1.06M | 1.04% | 21 |
|
|
2019
Q4 | $4.82M | Buy |
99,512
+10,860
| +12% | +$526K | 1.24% | 16 |
|
|
2019
Q3 | $3.99M | Sell |
88,652
-5,532
| -6% | -$249K | 1.02% | 23 |
|
|
2019
Q2 | $4.22M | Buy |
94,184
+1,228
| +1% | +$55K | 1.15% | 19 |
|
|
2019
Q1 | $4.01M | Sell |
92,956
-4,260
| -4% | -$184K | 1.16% | 19 |
|
|
2018
Q4 | $3.66M | Buy |
97,216
+33,368
| +52% | +$1.26M | 1.26% | 18 |
|
|
2018
Q3 | $2.83M | Sell |
63,848
-3,300
| -5% | -$146K | 0.91% | 22 |
|
|
2018
Q2 | $2.73M | Buy |
67,148
+26,156
| +64% | +$1.06M | 0.93% | 20 |
|
|
2018
Q1 | $1.59M | Buy |
40,992
+23,984
| +141% | +$930K | 0.6% | 30 |
|
|
2017
Q4 | $650K | Buy |
17,008
+10,648
| +167% | +$407K | 0.29% | 63 |
|
|
2017
Q3 | $228K | Sell |
6,360
-26,160
| -80% | -$938K | 0.11% | 97 |
|
|
2017
Q2 | $1.11M | Buy |
+32,520
| New | +$1.11M | 0.49% | 38 |
|