Epstein & White Financial’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
Q2 | $982K | Sell |
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|
2021
Q1 | $897K | Sell |
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|
2020
Q4 | $929K | Sell |
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2020
Q3 | $896K | Sell |
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|
2020
Q2 | $953K | Sell |
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|
2020
Q1 | $1.09M | Sell |
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|
2019
Q4 | $2.94M | Sell |
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|
2019
Q3 | $11M | Buy |
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|
2019
Q2 | $10.7M | Sell |
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|
2019
Q1 | $11M | Sell |
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|
2018
Q4 | $12.5M | Sell |
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|
2018
Q3 | $20.7M | Sell |
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|
2018
Q2 | $28.6M | Buy |
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