Covenant Multifamily Offices’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
2021
Q3
$4.09M Buy
2021
Q2
$4M Hold
2021
Q1
$3.58M Buy
2020
Q4
$3.03M Sell
2020
Q3
$4.04M Hold
2020
Q2
$3.63M Hold
2020
Q1
$2.88M Sell
2019
Q4
$3.68M Buy
2019
Q3
$3.15M Hold
2019
Q2
$3.13M Sell
2019
Q1
$4.03M Sell
2018
Q4
$4.38M Sell
2018
Q3
$11.1M Buy
2014
Q1
Sell
2013
Q4
$104K Buy