Berman Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.43M | Sell |
19,365
-328
| -2% | -$24.2K | 0.23% | 55 |
|
|
2021
Q2 | $1.43M | Hold |
19,693
| – | – | 0.23% | 54 |
|
|
2021
Q1 | $1.28M | Sell |
19,693
-1,179
| -6% | -$76.8K | 0.27% | 53 |
|
|
2020
Q4 | $1.33M | Hold |
20,872
| – | – | 0.32% | 45 |
|
|
2020
Q3 | $1.21M | Hold |
20,872
| – | – | 0.34% | 39 |
|
|
2020
Q2 | $1.08M | Buy |
20,872
+8,316
| +66% | +$431K | 0.28% | 46 |
|
|
2020
Q1 | $518K | Hold |
12,556
| – | – | 0.17% | 63 |
|
|
2019
Q4 | $607K | Hold |
12,556
| – | – | 0.17% | 61 |
|
|
2019
Q3 | $565K | Hold |
12,556
| – | – | 0.18% | 62 |
|
|
2019
Q2 | $562K | Hold |
12,556
| – | – | 0.18% | 59 |
|
|
2019
Q1 | $541K | Hold |
12,556
| – | – | 0.18% | 62 |
|
|
2018
Q4 | $472K | Hold |
12,556
| – | – | 0.19% | 52 |
|
|
2018
Q3 | $556K | Hold |
12,556
| – | – | 0.23% | 51 |
|
|
2018
Q2 | $510K | Hold |
12,556
| – | – | 0.18% | 60 |
|
|
2018
Q1 | $487K | Hold |
12,556
| – | – | 0.19% | 54 |
|
|
2017
Q4 | $480K | Buy |
+12,556
| New | +$480K | 0.16% | 59 |
|