Column Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $449K | Hold |
6,566
| – | – | 0.07% | 88 |
|
|
2023
Q2 | $463K | Hold |
6,566
| – | – | 0.07% | 88 |
|
|
2023
Q1 | $420K | Hold |
6,566
| – | – | 0.06% | 86 |
|
|
2022
Q4 | $384K | Hold |
6,566
| – | – | 0.06% | 80 |
|
|
2022
Q3 | $380K | Hold |
6,566
| – | – | 0.08% | 72 |
|
|
2022
Q2 | $396K | Hold |
6,566
| – | – | 0.08% | 68 |
|
|
2022
Q1 | $502K | Hold |
6,566
| – | – | 0.09% | 69 |
|
|
2021
Q4 | $549K | Buy |
6,566
+1,977
| +43% | +$165K | 0.11% | 68 |
|
|
2021
Q3 | $339K | Buy |
4,589
+1,903
| +71% | +$141K | 0.07% | 85 |
|
|
2021
Q2 | $195K | Buy |
2,686
+1,446
| +117% | +$105K | 0.04% | 121 |
|
|
2021
Q1 | $81K | Hold |
1,240
| – | – | 0.02% | 204 |
|
|
2020
Q4 | $79K | Hold |
1,240
| – | – | 0.02% | 206 |
|
|
2020
Q3 | $72K | Hold |
1,240
| – | – | 0.02% | 191 |
|
|
2020
Q2 | $64K | Hold |
1,240
| – | – | 0.02% | 207 |
|
|
2020
Q1 | $51K | Hold |
1,240
| – | – | 0.02% | 196 |
|
|
2019
Q4 | $60K | Buy |
+1,240
| New | +$60K | 0.03% | 213 |
|