Hayden Royal’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | $1.79M | Sell |
21,335
-1,297
| -6% | -$109K | 4.18% | 1 |
|
2021
Q3 | $1.67M | Buy |
22,632
+795
| +4% | +$58.8K | 2.73% | 8 |
|
2021
Q2 | $1.59M | Sell |
21,837
-384
| -2% | -$27.9K | 0.87% | 26 |
|
2021
Q1 | $1.45M | Sell |
22,221
-1,521
| -6% | -$99K | 0.83% | 29 |
|
2020
Q4 | $1.52M | Buy |
23,742
+842
| +4% | +$53.7K | 0.82% | 21 |
|
2020
Q3 | $1.32M | Buy |
22,900
+1,944
| +9% | +$112K | 0.7% | 35 |
|
2020
Q2 | $1.09M | Sell |
20,956
-5,404
| -21% | -$280K | 0.61% | 38 |
|
2020
Q1 | $1.09M | Buy |
26,360
+3,856
| +17% | +$159K | 0.64% | 34 |
|
2019
Q4 | $1.18M | Buy |
22,504
+3,100
| +16% | +$162K | 0.6% | 40 |
|
2019
Q3 | $873K | Buy |
19,404
+8,188
| +73% | +$368K | 0.77% | 41 |
|
2019
Q2 | $515K | Buy |
11,216
+560
| +5% | +$25.7K | 0.55% | 55 |
|
2019
Q1 | $459K | Sell |
10,656
-6,260
| -37% | -$270K | 0.6% | 55 |
|
2018
Q4 | $637K | Buy |
+16,916
| New | +$637K | 0.33% | 70 |
|