Capstone Financial Group’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
$68K Hold
1,188
0.05% 115
2020
Q2
$63K Hold
1,188
0.05% 110
2020
Q1
$49K Buy
1,188
+96
+9% +$3.96K 0.05% 112
2019
Q4
$53K Buy
+1,092
New +$53K 0.05% 119