Cornerstone Advisors (Washington)’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 | $47K | Hold |
812
| – | – | 0.01% | 266 |
|
|
2020
Q2 | $42K | Hold |
812
| – | – | ﹤0.01% | 283 |
|
|
2020
Q1 | $34K | Hold |
812
| – | – | ﹤0.01% | 270 |
|
|
2019
Q4 | $39K | Buy |
812
+8
| +1% | +$384 | ﹤0.01% | 269 |
|
|
2019
Q3 | $36K | Hold |
804
| – | – | ﹤0.01% | 264 |
|
|
2019
Q2 | $36K | Buy |
804
+4
| +0.5% | +$179 | ﹤0.01% | 488 |
|
|
2019
Q1 | $35K | Buy |
+800
| New | +$35K | ﹤0.01% | 474 |
|
|
2016
Q1 | – | Sell |
-1,876
| Closed | -$54K | – | 897 |
|
|
2015
Q4 | $54K | Hold |
1,876
| – | – | 0.06% | 165 |
|
|
2015
Q3 | $51K | Buy |
+1,876
| New | +$51K | 0.04% | 173 |
|