Gupta Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $162K | Sell |
5,608
-4,120
| -42% | -$119K | 0.04% | 270 |
|
|
2015
Q4 | $282K | Buy |
9,728
+4,908
| +102% | +$142K | 0.07% | 198 |
|
|
2015
Q3 | $130K | Sell |
4,820
-4,780
| -50% | -$129K | 0.03% | 308 |
|
|
2015
Q2 | $273K | Hold |
9,600
| – | – | 0.07% | 212 |
|
|
2015
Q1 | $273K | Buy |
+9,600
| New | +$273K | 0.08% | 185 |
|