Goldstein Munger & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $922K | Hold |
15,930
| – | – | 0.3% | 21 |
|
|
2022
Q2 | $961K | Hold |
15,930
| – | – | 0.29% | 21 |
|
|
2022
Q1 | $1.22M | Hold |
15,930
| – | – | 0.32% | 21 |
|
|
2021
Q4 | $1.33M | Hold |
15,930
| – | – | 0.34% | 20 |
|
|
2021
Q3 | $1.18M | Hold |
15,930
| – | – | 0.32% | 21 |
|
|
2021
Q2 | $1.16M | Sell |
15,930
-870
| -5% | -$63.3K | 0.31% | 22 |
|
|
2021
Q1 | $1.09M | Hold |
16,800
| – | – | 0.31% | 22 |
|
|
2020
Q4 | $1.07M | Hold |
16,800
| – | – | 0.32% | 23 |
|
|
2020
Q3 | $971K | Hold |
16,800
| – | – | 0.33% | 23 |
|
|
2020
Q2 | $871K | Hold |
16,800
| – | – | 0.33% | 23 |
|
|
2020
Q1 | $693K | Hold |
16,800
| – | – | 0.34% | 21 |
|
|
2019
Q4 | $813K | Hold |
16,800
| – | – | 0.33% | 21 |
|
|
2019
Q3 | $756K | Hold |
16,800
| – | – | 0.33% | 21 |
|
|
2019
Q2 | $753K | Hold |
16,800
| – | – | 0.33% | 21 |
|
|
2019
Q1 | $724K | Hold |
16,800
| – | – | 0.32% | 23 |
|
|
2018
Q4 | $633K | Hold |
16,800
| – | – | 0.31% | 23 |
|
|
2018
Q3 | $744K | Hold |
16,800
| – | – | 0.32% | 20 |
|
|
2018
Q2 | $683K | Hold |
16,800
| – | – | 0.29% | 22 |
|
|
2018
Q1 | $651K | Hold |
16,800
| – | – | 0.28% | 22 |
|
|
2017
Q4 | $642K | Hold |
16,800
| – | – | 0.27% | 23 |
|
|
2017
Q3 | $602K | Hold |
16,800
| – | – | 0.27% | 22 |
|
|
2017
Q2 | $575K | Hold |
16,800
| – | – | 0.26% | 22 |
|
|
2017
Q1 | $552K | Hold |
16,800
| – | – | 0.24% | 25 |
|
|
2016
Q4 | $512K | Buy |
+16,800
| New | +$512K | 0.23% | 25 |
|