HA
Harborview Advisors’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
Q3 | $1.54M | Sell |
20,891
-3
| -0% | -$222 | 0.86% | 25 |
|
|
2021
Q2 | $1.52M | Sell |
20,894
-396
| -2% | -$28.8K | 0.85% | 25 |
|
|
2021
Q1 | $1.39M | Sell |
21,290
-2,382
| -10% | -$155K | 0.84% | 27 |
|
|
2020
Q4 | $1.51M | Buy |
23,672
+17,314
| +272% | +$1.11M | 1.01% | 24 |
|
|
2020
Q3 | $1.47M | Sell |
6,358
-1,262
| -17% | -$292K | 1.12% | 19 |
|
|
2020
Q2 | $1.58M | Sell |
7,620
-183
| -2% | -$38K | 1.31% | 15 |
|
|
2020
Q1 | $1.29M | Buy |
7,803
+106
| +1% | +$17.5K | 1.28% | 14 |
|
|
2019
Q4 | $1.49M | Sell |
7,697
-235
| -3% | -$45.5K | 1.14% | 15 |
|
|
2019
Q3 | $1.43M | Sell |
7,932
-310
| -4% | -$55.8K | 1.15% | 15 |
|
|
2019
Q2 | $1.48M | Sell |
8,242
-614
| -7% | -$110K | 1.19% | 15 |
|
|
2019
Q1 | $1.53M | Buy |
8,856
+872
| +11% | +$150K | 1.32% | 15 |
|
|
2018
Q4 | $1.2M | Sell |
7,984
-61
| -0.8% | -$9.19K | 1.41% | 13 |
|
|
2018
Q3 | $1.43M | Sell |
8,045
-229
| -3% | -$40.6K | 1.45% | 13 |
|
|
2018
Q2 | $1.35M | Sell |
8,274
-1,403
| -14% | -$228K | 1.24% | 16 |
|
|
2018
Q1 | $1.5M | Sell |
9,677
-483
| -5% | -$74.9K | 1.43% | 15 |
|
|
2017
Q4 | $1.55M | Buy |
+10,160
| New | +$1.55M | 1.48% | 15 |
|