Geneva Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $2.03M | Sell |
59,284
-46,952
| -44% | -$1.61M | 0.03% | 218 |
|
|
2017
Q1 | $3.49M | Buy |
106,236
+21,116
| +25% | +$694K | 0.06% | 148 |
|
|
2016
Q4 | $2.59M | Buy |
85,120
+76,272
| +862% | +$2.32M | 0.05% | 174 |
|
|
2016
Q3 | $269K | Sell |
8,848
-1,268
| -13% | -$38.6K | 0.01% | 600 |
|
|
2016
Q2 | $295K | Buy |
10,116
+2,260
| +29% | +$65.9K | 0.01% | 554 |
|
|
2016
Q1 | $228K | Buy |
7,856
+180
| +2% | +$5.22K | ﹤0.01% | 590 |
|
|
2015
Q4 | $222K | Buy |
+7,676
| New | +$222K | ﹤0.01% | 554 |
|