Berman Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.43M | Sell |
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|
2021
Q2 | $1.43M | Hold |
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|
2021
Q1 | $1.28M | Sell |
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|
2020
Q4 | $1.33M | Hold |
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|
2020
Q3 | $1.21M | Hold |
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|
2020
Q2 | $1.08M | Buy |
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|
2020
Q1 | $518K | Hold |
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|
2019
Q4 | $607K | Hold |
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|
2019
Q3 | $565K | Hold |
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|
2019
Q2 | $562K | Hold |
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|
2019
Q1 | $541K | Hold |
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|
2018
Q4 | $472K | Hold |
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|
2018
Q3 | $556K | Hold |
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|
2018
Q2 | $510K | Hold |
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|
2018
Q1 | $487K | Hold |
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|
2017
Q4 | $480K | Buy |
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