InterOcean Capital’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
Q2 | $335K | Sell |
6,452
-1,660
| -20% | -$86.2K | 0.03% | 135 |
|
|
2020
Q1 | $335K | Buy |
8,112
+2,020
| +33% | +$83.4K | 0.03% | 128 |
|
|
2019
Q4 | $295K | Hold |
6,092
| – | – | 0.02% | 166 |
|
|
2019
Q3 | $274K | Hold |
6,092
| – | – | 0.02% | 168 |
|
|
2019
Q2 | $273K | Hold |
6,092
| – | – | 0.02% | 154 |
|
|
2019
Q1 | $263K | Hold |
6,092
| – | – | 0.02% | 154 |
|
|
2018
Q4 | $229K | Hold |
6,092
| – | – | 0.02% | 162 |
|
|
2018
Q3 | $270K | Sell |
6,092
-6,400
| -51% | -$284K | 0.03% | 168 |
|
|
2018
Q2 | $508K | Buy |
+12,492
| New | +$508K | 0.06% | 135 |
|