Biegel & Waller’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
2019
Q3
$1.1M Sell
24,432
-484
-2% -$21.8K 0.62% 27
2019
Q2
$1.12M Sell
24,916
-772
-3% -$34.6K 0.57% 30
2019
Q1
$1.11M Sell
25,688
-81,552
-76% -$3.51M 0.57% 28
2018
Q4
$4.04M Buy
+107,240
New +$4.04M 2.39% 13