Homrich & Berg’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $191M | Buy |
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|
2021
Q2 | $188M | Sell |
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|
2021
Q1 | $168M | Sell |
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|
2020
Q4 | $171M | Buy |
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|
2020
Q3 | $154M | Sell |
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|
2020
Q2 | $138M | Sell |
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|
2020
Q1 | $113M | Sell |
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|
2019
Q4 | $134M | Sell |
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|
2019
Q3 | $127M | Sell |
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|
2019
Q2 | $128M | Sell |
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|
2019
Q1 | $124M | Sell |
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|
2018
Q4 | $110M | Sell |
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|
2018
Q3 | $131M | Sell |
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|
2018
Q2 | $122M | Sell |
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|
2018
Q1 | $118M | Buy |
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|
2017
Q4 | $117M | Buy |
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|
2017
Q3 | $108M | Buy |
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|
2017
Q2 | $103M | Sell |
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|
2017
Q1 | $100M | Sell |
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|
2016
Q4 | $112M | Buy |
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|
2016
Q3 | $110M | Buy |
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|
2016
Q2 | $104M | Buy |
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|
2016
Q1 | $101M | Buy |
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|
2015
Q4 | $84.3M | Buy |
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|
2015
Q3 | $63.8M | Buy |
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|
2015
Q2 | $64.5M | Buy |
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|
2015
Q1 | $61.7M | Buy |
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|
2014
Q4 | $57M | Sell |
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|
2014
Q3 | $52.8M | Buy |
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|
2014
Q2 | $50.5M | Buy |
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|
2014
Q1 | $47.1M | Buy |
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|
2013
Q4 | $44M | Buy |
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|
2013
Q3 | $39M | Buy |
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|
2013
Q2 | $34M | Buy |
|