BBA
Braun-Bostich & Associates’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-5,271
| Closed | -$408K | – | 105 |
|
|
2021
Q4 | $408K | Buy |
+5,271
| New | +$408K | 0.1% | 66 |
|
|
2019
Q3 | – | Sell |
-180
| Closed | -$32K | – | 196 |
|
|
2019
Q2 | $32K | Sell |
180
-164
| -48% | -$29.2K | 0.03% | 208 |
|
|
2019
Q1 | $59K | Sell |
344
-652
| -65% | -$112K | 0.06% | 192 |
|
|
2018
Q4 | $150K | Buy |
996
+17
| +2% | +$2.56K | 0.16% | 110 |
|
|
2018
Q3 | $173K | Buy |
979
+226
| +30% | +$39.9K | 0.17% | 101 |
|
|
2018
Q2 | $122K | Buy |
753
+289
| +62% | +$46.8K | 0.12% | 114 |
|
|
2018
Q1 | $72K | Buy |
464
+77
| +20% | +$11.9K | 0.06% | 150 |
|
|
2017
Q4 | $59K | Buy |
+387
| New | +$59K | 0.05% | 168 |
|