Fernwood Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $515K | Sell |
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|
2024
Q3 | $855K | Buy |
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|
2024
Q2 | $812K | Buy |
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|
2024
Q1 | $703K | Hold |
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|
2023
Q4 | $625K | Hold |
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|
2023
Q3 | $570K | Sell |
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|
2023
Q2 | $611K | Hold |
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|
2023
Q1 | $554K | Hold |
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|
2022
Q4 | $507K | Sell |
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|
2022
Q3 | $559K | Hold |
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|
2022
Q2 | $583K | Hold |
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|
2022
Q1 | $738K | Hold |
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|
2021
Q4 | $809K | Hold |
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|
2021
Q3 | $714K | Buy |
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|
2021
Q2 | $688K | Hold |
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|
2021
Q1 | $616K | Hold |
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|
2020
Q4 | $603K | Hold |
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|
2020
Q3 | $546K | Sell |
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|
2020
Q2 | $586K | Hold |
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|
2020
Q1 | $466K | Hold |
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|
2019
Q4 | $547K | Sell |
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|
2019
Q3 | $514K | Hold |
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|
2019
Q2 | $512K | Hold |
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|
2019
Q1 | $492K | Hold |
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|
2018
Q4 | $430K | Buy |
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|
2018
Q3 | $499K | Hold |
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|
2018
Q2 | $458K | Hold |
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|
2018
Q1 | $437K | Hold |
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|
2017
Q4 | $430K | Buy |
|