Hotaling Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $955K | Hold |
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2022
Q3 | $945K | Hold |
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|
2022
Q2 | $985K | Hold |
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|
2022
Q1 | $1.25M | Sell |
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|
2021
Q4 | $1.53M | Hold |
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|
2021
Q3 | $1.35M | Hold |
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|
2021
Q2 | $1.33M | Sell |
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|
2021
Q1 | $1.22M | Sell |
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|
2020
Q4 | $1.3M | Sell |
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|
2020
Q3 | $1.21M | Hold |
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|
2020
Q2 | $1.08M | Hold |
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|
2020
Q1 | $862K | Sell |
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|
2019
Q4 | $1.15M | Hold |
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|
2019
Q3 | $1.07M | Hold |
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|
2019
Q2 | $1.06M | Sell |
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|
2019
Q1 | $1.03M | Sell |
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|
2018
Q4 | $909K | Buy |
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