Investors Capital Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | $632K | Buy |
21,688
+3,888
| +22% | +$113K | 0.12% | 227 |
|
|
2016
Q1 | $515K | Sell |
17,800
-2,180
| -11% | -$63.1K | 0.1% | 259 |
|
|
2015
Q4 | $578K | Buy |
19,980
+768
| +4% | +$22.2K | 0.11% | 253 |
|
|
2015
Q3 | $517K | Buy |
19,212
+600
| +3% | +$16.1K | 0.1% | 273 |
|
|
2015
Q2 | $529K | Sell |
18,612
-1,344
| -7% | -$38.2K | 0.1% | 296 |
|
|
2015
Q1 | $568K | Buy |
19,956
+400
| +2% | +$11.4K | 0.11% | 270 |
|
|
2014
Q4 | $545K | Buy |
19,556
+2,200
| +13% | +$61.3K | 0.1% | 276 |
|
|
2014
Q3 | $463K | Sell |
17,356
-320
| -2% | -$8.54K | 0.09% | 324 |
|
|
2014
Q2 | $464K | Buy |
17,676
+924
| +6% | +$24.3K | 0.07% | 362 |
|
|
2014
Q1 | $418K | Sell |
16,752
-2,576
| -13% | -$64.3K | 0.09% | 319 |
|
|
2013
Q4 | $477K | Hold |
19,328
| – | – | 0.11% | 267 |
|
|
2013
Q3 | $431K | Sell |
19,328
-1,132
| -6% | -$25.2K | 0.11% | 276 |
|
|
2013
Q2 | $429K | Buy |
+20,460
| New | +$429K | 0.13% | 226 |
|