Hills Bank & Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,303
| Closed | -$226K | – | 276 |
|
|
2023
Q3 | $226K | Buy |
3,303
+1
| +0% | +$68 | 0.03% | 200 |
|
|
2023
Q2 | $233K | Hold |
3,302
| – | – | 0.03% | 192 |
|
|
2023
Q1 | $211K | Buy |
+3,302
| New | +$211K | 0.03% | 197 |
|
|
2022
Q2 | – | Sell |
-1,540
| Closed | -$118K | – | 254 |
|
|
2022
Q1 | $118K | Hold |
1,540
| – | – | 0.02% | 242 |
|
|
2021
Q4 | $129K | Hold |
1,540
| – | – | 0.02% | 241 |
|
|
2021
Q3 | $114K | Hold |
1,540
| – | – | 0.02% | 244 |
|
|
2021
Q2 | $112K | Hold |
1,540
| – | – | 0.02% | 245 |
|
|
2021
Q1 | $100K | Buy |
+1,540
| New | +$100K | 0.02% | 253 |
|
|
2020
Q3 | – | Sell |
-5,700
| Closed | -$296K | – | 229 |
|
|
2020
Q2 | $296K | Hold |
5,700
| – | – | 0.06% | 149 |
|
|
2020
Q1 | $235K | Buy |
+5,700
| New | +$235K | 0.07% | 134 |
|