Cooperman Leon G’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
Q4 | – | Sell |
-2,500
| Closed | -$171K | – | 54 |
|
|
2023
Q3 | $171K | Sell |
2,500
-4,587
| -65% | -$314K | 0.01% | 51 |
|
|
2023
Q2 | $499K | Hold |
7,087
| – | – | 0.03% | 45 |
|
|
2023
Q1 | $453K | Sell |
7,087
-16,127
| -69% | -$1.03M | 0.03% | 43 |
|
|
2022
Q4 | $1.36M | Hold |
23,214
| – | – | 0.08% | 39 |
|
|
2022
Q3 | $1.34M | Hold |
23,214
| – | – | 0.09% | 39 |
|
|
2022
Q2 | $1.4M | Hold |
23,214
| – | – | 0.1% | 39 |
|
|
2022
Q1 | $1.77M | Hold |
23,214
| – | – | 0.09% | 42 |
|
|
2021
Q4 | $1.94M | Hold |
23,214
| – | – | 0.1% | 45 |
|
|
2021
Q3 | $1.72M | Hold |
23,214
| – | – | 0.09% | 44 |
|
|
2021
Q2 | $1.69M | Buy |
+23,214
| New | +$1.69M | 0.09% | 44 |
|