Ferris Capital’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
2022
Q1
$949K Hold
2021
Q4
$1.04M Hold
2021
Q3
$1.01M Sell
2021
Q2
$3.67M Buy
2021
Q1
$809K Hold
2020
Q4
$793K Hold
2020
Q3
$718K Sell
2020
Q2
$735K Hold
2020
Q1
$584K Hold
2019
Q4
$685K Hold
2019
Q3
$637K Hold
2019
Q2
$635K Hold
2019
Q1
$610K Hold
2018
Q4
$533K Hold
2018
Q3
$627K Hold
2018
Q2
$576K Hold
2018
Q1
$549K Hold
2017
Q4
$541K Hold
2017
Q3
$508K Hold
2017
Q2
$484K Buy