Horan Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-488
| Closed | -$28K | – | 177 |
|
|
2020
Q3 | $28K | Buy |
+488
| New | +$28K | 0.02% | 204 |
|
|
2020
Q1 | – | Sell |
-488
| Closed | -$24K | – | 163 |
|
|
2019
Q4 | $24K | Hold |
488
| – | – | 0.01% | 186 |
|
|
2019
Q3 | $22K | Buy |
+488
| New | +$22K | 0.01% | 195 |
|
|
2019
Q2 | – | Sell |
-488
| Closed | -$21K | – | 160 |
|
|
2019
Q1 | $21K | Buy |
+488
| New | +$21K | 0.01% | 188 |
|
|
2017
Q4 | – | Sell |
-488
| Closed | -$17K | – | 172 |
|
|
2017
Q3 | $17K | Buy |
+488
| New | +$17K | 0.01% | 230 |
|