Bingham Osborn & Scarborough’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-7,448
| Closed | -$212K | – | 116 |
|
|
2015
Q2 | $212K | Hold |
7,448
| – | – | 0.03% | 110 |
|
|
2015
Q1 | $212K | Sell |
7,448
-948
| -11% | -$27K | 0.03% | 107 |
|
|
2014
Q4 | $234K | Hold |
8,396
| – | – | 0.03% | 111 |
|
|
2014
Q3 | $224K | Hold |
8,396
| – | – | 0.03% | 107 |
|
|
2014
Q2 | $221K | Hold |
8,396
| – | – | 0.03% | 103 |
|
|
2014
Q1 | $210K | Sell |
8,396
-648
| -7% | -$16.2K | 0.03% | 100 |
|
|
2013
Q4 | $223K | Buy |
9,044
+4
| +0% | +$99 | 0.03% | 89 |
|
|
2013
Q3 | $202K | Sell |
9,040
-1,092
| -11% | -$24.4K | 0.03% | 88 |
|
|
2013
Q2 | $213K | Buy |
+10,132
| New | +$213K | 0.04% | 83 |
|