Citizens Business Bank’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 | – | Sell |
-3,860
| Closed | -$200K | – | 235 |
|
|
2020
Q2 | $200K | Buy |
+3,860
| New | +$200K | 0.04% | 221 |
|
|
2020
Q1 | – | Sell |
-5,200
| Closed | -$252K | – | 244 |
|
|
2019
Q4 | $252K | Hold |
5,200
| – | – | 0.04% | 220 |
|
|
2019
Q3 | $234K | Hold |
5,200
| – | – | 0.04% | 231 |
|
|
2019
Q2 | $233K | Hold |
5,200
| – | – | 0.04% | 236 |
|
|
2019
Q1 | $224K | Buy |
+5,200
| New | +$224K | 0.04% | 233 |
|
|
2018
Q4 | – | Sell |
-5,200
| Closed | -$230K | – | 271 |
|
|
2018
Q3 | $230K | Hold |
5,200
| – | – | 0.04% | 256 |
|
|
2018
Q2 | $211K | Hold |
5,200
| – | – | 0.04% | 256 |
|
|
2018
Q1 | $202K | Buy |
+5,200
| New | +$202K | 0.04% | 255 |
|