FIG
FundX Investment Group’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $384K | Sell |
4,595
-8,724
| -66% | -$729K | 0.09% | 41 |
|
|
2021
Q3 | $984K | Buy |
+13,319
| New | +$984K | 0.46% | 25 |
|
|
2020
Q3 | – | Sell |
-1,400
| Closed | -$290K | – | 37 |
|
|
2020
Q2 | $290K | Hold |
1,400
| – | – | 0.12% | 32 |
|
|
2020
Q1 | $231K | Hold |
1,400
| – | – | 0.08% | 31 |
|
|
2019
Q4 | $271K | Sell |
1,400
-639
| -31% | -$124K | 0.07% | 56 |
|
|
2019
Q3 | $367K | Sell |
2,039
-71,004
| -97% | -$12.8M | 0.13% | 34 |
|
|
2019
Q2 | $13.1M | Buy |
73,043
+898
| +1% | +$161K | 5.41% | 7 |
|
|
2019
Q1 | $12.4M | Sell |
72,145
-15,629
| -18% | -$2.69M | 4.22% | 8 |
|
|
2018
Q4 | $13.2M | Buy |
87,774
+59,282
| +208% | +$8.93M | 4.92% | 7 |
|
|
2018
Q3 | $5.05M | Buy |
28,492
+492
| +2% | +$87.2K | 2.78% | 9 |
|
|
2018
Q2 | $4.55M | Hold |
28,000
| – | – | 2.25% | 8 |
|
|
2018
Q1 | $4.34M | Buy |
+28,000
| New | +$4.34M | 2.28% | 7 |
|
|
2016
Q2 | – | Sell |
-426,187
| Closed | -$49.4M | – | 34 |
|
|
2016
Q1 | $49.4M | Sell |
426,187
-18,200
| -4% | -$2.11M | 12.3% | 1 |
|
|
2015
Q4 | $51.5M | Buy |
444,387
+32,741
| +8% | +$3.79M | 16.93% | 1 |
|
|
2015
Q3 | $44.4M | Buy |
411,646
+810
| +0.2% | +$87.3K | 21.83% | 1 |
|
|
2015
Q2 | $46.8M | Buy |
410,836
+1,866
| +0.5% | +$212K | 19.38% | 1 |
|
|
2015
Q1 | $46.6M | Sell |
408,970
-32,296
| -7% | -$3.68M | 14.38% | 1 |
|
|
2014
Q4 | $49.2M | Buy |
+441,266
| New | +$49.2M | 14.77% | 1 |
|