Blue Chip Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $2.67M | Buy |
46,232
+56
| +0.1% | +$3.24K | 2.11% | 9 |
|
|
2020
Q2 | $2.4M | Sell |
46,176
-504
| -1% | -$26.1K | 2.27% | 10 |
|
|
2020
Q1 | $1.93M | Sell |
46,680
-968
| -2% | -$39.9K | 2.4% | 11 |
|
|
2019
Q4 | $2.31M | Buy |
47,648
+244
| +0.5% | +$11.8K | 2.13% | 13 |
|
|
2019
Q3 | $2.13M | Hold |
47,404
| – | – | 2.23% | 12 |
|
|
2019
Q2 | $2.12M | Sell |
47,404
-1,596
| -3% | -$71.5K | 2.24% | 12 |
|
|
2019
Q1 | $2.11M | Sell |
49,000
-1,492
| -3% | -$64.3K | 2.39% | 10 |
|
|
2018
Q4 | $1.9M | Sell |
50,492
-1,532
| -3% | -$57.7K | 2.5% | 10 |
|
|
2018
Q3 | $2.3M | Sell |
52,024
-188
| -0.4% | -$8.33K | 2.32% | 11 |
|
|
2018
Q2 | $2.12M | Buy |
52,212
+2,604
| +5% | +$106K | 2.31% | 11 |
|
|
2018
Q1 | $1.92M | Buy |
+49,608
| New | +$1.92M | 1.97% | 11 |
|