IWA
IBEX Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-39,786
| Closed | -$3.33M | – | 192 |
|
|
2021
Q4 | $3.33M | Sell |
39,786
-174
| -0.4% | -$14.6K | 0.59% | 67 |
|
|
2021
Q3 | $2.95M | Buy |
39,960
+34,046
| +576% | +$2.52M | 0.57% | 74 |
|
|
2021
Q2 | $430K | Buy |
+5,914
| New | +$430K | 0.09% | 127 |
|
|
2021
Q1 | – | Sell |
-20,424
| Closed | -$1.3M | – | 120 |
|
|
2020
Q4 | $1.3M | Buy |
+20,424
| New | +$1.3M | 0.34% | 86 |
|
|
2019
Q3 | – | Sell |
-6,355
| Closed | -$1.14M | – | 214 |
|
|
2019
Q2 | $1.14M | Buy |
+6,355
| New | +$1.14M | 0.33% | 99 |
|
|
2017
Q4 | – | Sell |
-1,495
| Closed | -$217K | – | 106 |
|
|
2017
Q3 | $217K | Hold |
1,495
| – | – | 0.08% | 122 |
|
|
2017
Q2 | $205K | Buy |
+1,495
| New | +$205K | 0.08% | 125 |
|
|
2017
Q1 | – | Sell |
-840
| Closed | -$105K | – | 221 |
|
|
2016
Q4 | $105K | Buy |
+840
| New | +$105K | 0.05% | 135 |
|