Capital Advisory Group Advisory Services’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
2018
Q4
Sell
-340
Closed -$15K 408
2018
Q3
$15K Buy
+340
New +$14.6K 0.01% 219

Other funds holding IVW

Capital Advisory Group Advisory Services's IVW Position: Q4 2018 in Review

Capital Advisory Group Advisory Services sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2018, closing a stake of 340 shares — an estimated $15K sold.

Capital Advisory Group Advisory Services first reported a position in IVW in Q3 2018 and held it in 1 quarter. The position peaked at $15K in Q3 2018. 826 funds tracked by Wall St. Rank hold IVW as of Q4 2018.

  • Capital Advisory Group Advisory Services reported no remaining iShares S&P 500 Growth ETF position as of Q4 2018 after selling out during the quarter.
  • Capital Advisory Group Advisory Services sold 340 iShares S&P 500 Growth ETF shares in Q4 2018, an estimated $15K.
  • Capital Advisory Group Advisory Services first reported a position in iShares S&P 500 Growth ETF in Q3 2018 and held it in 1 quarter.
  • Capital Advisory Group Advisory Services's iShares S&P 500 Growth ETF position peaked at $15K in Q3 2018.
  • 826 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2018.

Based on Capital Advisory Group Advisory Services's 13F filing for Q4 2018, filed 28 May 2020.