Concert Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
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|
2017
Q2 | $1.47M | Sell |
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|
2017
Q1 | $1.56M | Buy |
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|
2016
Q4 | $1.52M | Sell |
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|
2016
Q3 | $3.06M | Buy |
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|
2016
Q2 | $2.88M | Buy |
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|
2016
Q1 | $658K | Sell |
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|
2015
Q4 | $774K | Sell |
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|
2015
Q3 | $1.15M | Sell |
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|
2015
Q2 | $1.61M | Buy |
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|
2015
Q1 | $825K | Buy |
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|
2014
Q4 | $846K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $462K | Buy |
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|
2014
Q1 | $445K | Sell |
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|
2013
Q4 | $461K | Buy |
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|
2013
Q3 | $383K | Buy |
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|
2013
Q2 | $335K | Buy |
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