Carroll Financial Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $4.34M | Sell |
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|
2021
Q3 | $6.72M | Buy |
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|
2021
Q2 | $4.15M | Sell |
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|
2021
Q1 | $3.82M | Sell |
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|
2020
Q4 | $4.21M | Sell |
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|
2020
Q3 | $4.2M | Sell |
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|
2020
Q2 | $3.9M | Sell |
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|
2020
Q1 | $3.12M | Buy |
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|
2019
Q4 | $770K | Buy |
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|
2019
Q3 | $418K | Buy |
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|
2019
Q2 | $415K | Sell |
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|
2019
Q1 | $417K | Sell |
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|
2018
Q4 | $387K | Sell |
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|
2018
Q3 | $606K | Buy |
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|
2018
Q2 | $549K | Buy |
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|
2018
Q1 | $457K | Hold |
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|
2017
Q4 | $450K | Sell |
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|
2017
Q3 | $440K | Buy |
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|
2017
Q2 | $403K | Hold |
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|
2017
Q1 | $387K | Hold |
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|
2016
Q4 | $359K | Sell |
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|
2016
Q3 | $360K | Hold |
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|
2016
Q2 | $345K | Hold |
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|
2016
Q1 | $343K | Hold |
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|
2015
Q4 | $343K | Hold |
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|
2015
Q3 | $337K | Buy |
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|
2015
Q2 | $284K | Buy |
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|
2015
Q1 | $29K | Sell |
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|
2014
Q4 | $49K | Sell |
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|
2014
Q3 | $57K | Hold |
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|
2014
Q2 | $54K | Buy |
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|
2014
Q1 | $44K | Hold |
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|
2013
Q4 | $43K | Buy |
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|
2013
Q3 | $19K | Hold |
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|
2013
Q2 | $0 | Buy |
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