Independence Wealth 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 | $11M | Sell |
172,421
-4,391
| -2% | -$280K | 24.67% | 1 |
|
|
2020
Q3 | $10.2M | Buy |
176,812
+1,028
| +0.6% | +$59.4K | 26.36% | 1 |
|
|
2020
Q2 | $9.12M | Buy |
175,784
+33,144
| +23% | +$1.72M | 21.94% | 1 |
|
|
2020
Q1 | $5.89M | Sell |
142,640
-920
| -0.6% | -$38K | 7.07% | 6 |
|
|
2019
Q4 | $6.95M | Sell |
143,560
-3,552
| -2% | -$172K | 6.75% | 8 |
|
|
2019
Q3 | $6.62M | Sell |
147,112
-5,516
| -4% | -$248K | 6.99% | 6 |
|
|
2019
Q2 | $6.84M | Sell |
152,628
-3,596
| -2% | -$161K | 6.74% | 8 |
|
|
2019
Q1 | $6.73M | Buy |
156,224
+868
| +0.6% | +$37.4K | 7.26% | 5 |
|
|
2018
Q4 | $5.85M | Sell |
155,356
-320
| -0.2% | -$12.1K | 7.03% | 8 |
|
|
2018
Q3 | $6.9M | Sell |
155,676
-10,776
| -6% | -$477K | 6.98% | 6 |
|
|
2018
Q2 | $6.77M | Sell |
166,452
-7,052
| -4% | -$287K | 7.03% | 6 |
|
|
2018
Q1 | $6.73M | Sell |
173,504
-4,544
| -3% | -$176K | 6.22% | 6 |
|
|
2017
Q4 | $6.8M | Buy |
+178,048
| New | +$6.8M | 6.22% | 6 |
|