Elite Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | $54K | Buy |
+1,772
| New | +$54K | 0.09% | 54 |
|
|
2014
Q4 | – | Sell |
-2,572
| Closed | -$69K | – | 267 |
|
|
2014
Q3 | $69K | Hold |
2,572
| – | – | 0.06% | 100 |
|
|
2014
Q2 | $68K | Hold |
2,572
| – | – | 0.07% | 95 |
|
|
2014
Q1 | $64K | Hold |
2,572
| – | – | 0.05% | 107 |
|
|
2013
Q4 | $63K | Hold |
2,572
| – | – | 0.05% | 139 |
|
|
2013
Q3 | $57K | Buy |
+2,572
| New | +$57K | 0.05% | 159 |
|