Gerald L. Ray & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $3.58M | Sell |
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|
2017
Q2 | $3.52M | Buy |
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|
2017
Q1 | $3.33M | Sell |
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|
2016
Q4 | $3.24M | Buy |
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|
2016
Q3 | $3.12M | Buy |
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|
2016
Q2 | $772K | Buy |
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|
2016
Q1 | $743K | Sell |
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|
2015
Q4 | $810K | Hold |
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|
2015
Q3 | $754K | Sell |
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|
2015
Q2 | $817K | Buy |
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|
2015
Q1 | $812K | Buy |
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|
2014
Q4 | $755K | Sell |
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|
2014
Q3 | $723K | Sell |
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|
2014
Q2 | $756K | Hold |
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|
2014
Q1 | $717K | Buy |
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|
2013
Q4 | $561K | Hold |
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|
2013
Q3 | $508K | Sell |
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|
2013
Q2 | $503K | Buy |
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