Independence Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $11M | Sell |
|
|||||
|
2020
Q3 | $10.2M | Buy |
|
|||||
|
2020
Q2 | $9.12M | Buy |
|
|||||
|
2020
Q1 | $5.88M | Sell |
|
|||||
|
2019
Q4 | $6.95M | Sell |
|
|||||
|
2019
Q3 | $6.62M | Sell |
|
|||||
|
2019
Q2 | $6.84M | Sell |
|
|||||
|
2019
Q1 | $6.73M | Buy |
|
|||||
|
2018
Q4 | $5.85M | Sell |
|
|||||
|
2018
Q3 | $6.89M | Sell |
|
|||||
|
2018
Q2 | $6.77M | Sell |
|
|||||
|
2018
Q1 | $6.73M | Sell |
|
|||||
|
2017
Q4 | $6.8M | Buy |
|