Hudock Inc’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 | – | Sell |
-322
| Closed | -$18K | – | 419 |
|
|
2022
Q3 | $18K | Sell |
322
-179
| -36% | -$11.6K | 0.01% | 449 |
|
|
2022
Q2 | $30K | Sell |
501
-39
| -7% | -$2.58K | 0.01% | 365 |
|
|
2022
Q1 | $41K | Buy |
540
+3
| +0.6% | +$225 | 0.01% | 343 |
|
|
2021
Q4 | $44K | Hold |
537
| – | – | 0.01% | 339 |
|
|
2021
Q3 | $39K | Buy |
537
+1
| +0.2% | +$76 | 0.01% | 353 |
|
|
2021
Q2 | $39K | Hold |
536
| – | – | 0.01% | 357 |
|
|
2021
Q1 | $34K | Buy |
536
+148
| +38% | +$9.57K | 0.01% | 363 |
|
|
2020
Q4 | $24K | Sell |
388
-144
| -27% | -$8.73K | 0.01% | 400 |
|
|
2020
Q3 | $30K | Buy |
532
+144
| +37% | +$8.15K | 0.01% | 329 |
|
|
2020
Q2 | $20K | Sell |
388
-92
| -19% | -$4.41K | 0.01% | 370 |
|
|
2020
Q1 | $19K | Hold |
480
| – | – | 0.01% | 329 |
|
|
2019
Q4 | $23K | Hold |
480
| – | – | 0.01% | 327 |
|
|
2019
Q3 | $21K | Hold |
480
| – | – | 0.01% | 341 |
|
|
2019
Q2 | $21K | Buy |
480
+116
| +32% | +$5.1K | 0.01% | 337 |
|
|
2019
Q1 | $15K | Hold |
364
| – | – | 0.01% | 365 |
|
|
2018
Q4 | $13K | Buy |
364
+248
| +214% | +$10K | 0.01% | 368 |
|
|
2018
Q3 | $5K | Buy |
116
+12
| +12% | +$516 | ﹤0.01% | 515 |
|
|
2018
Q2 | $4K | Hold |
104
| – | – | ﹤0.01% | 522 |
|
|
2018
Q1 | $4K | Hold |
104
| – | – | ﹤0.01% | 526 |
|
|
2017
Q4 | $4K | Sell |
104
-48
| -32% | -$1.79K | ﹤0.01% | 517 |
|
|
2017
Q3 | $5K | Sell |
152
-15,864
| -99% | -$559K | ﹤0.01% | 483 |
|
|
2017
Q2 | $547K | Buy |
+16,016
| New | +$543K | 0.28% | 49 |
|
|
2016
Q2 | – | Sell |
-312
| Closed | -$9K | – | 600 |
|
|
2016
Q1 | $9K | Buy |
+312
| New | +$8.58K | 0.01% | 411 |
|
Other funds holding IVW
AWA
