Johanson Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $10.6M | Sell |
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|
2021
Q3 | $9.54M | Sell |
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|
2021
Q2 | $9.65M | Sell |
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|
2021
Q1 | $8.98M | Sell |
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|
2020
Q4 | $8.73M | Sell |
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|
2020
Q3 | $8.03M | Sell |
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|
2020
Q2 | $7.18M | Buy |
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|
2020
Q1 | $5.67M | Sell |
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|
2019
Q4 | $34.5M | Buy |
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|
2019
Q3 | $6.18M | Buy |
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|
2019
Q2 | $6.11M | Buy |
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|
2019
Q1 | $5.79M | Buy |
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|
2018
Q4 | $4.95M | Buy |
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|
2018
Q3 | $5.69M | Sell |
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|
2018
Q2 | $5.31M | Sell |
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|
2018
Q1 | $5.15M | Sell |
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|
2017
Q4 | $5.18M | Buy |
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|
2017
Q3 | $4.76M | Buy |
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|
2017
Q2 | $4.54M | Buy |
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|
2017
Q1 | $4.31M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $3.67M | Buy |
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|
2016
Q2 | $3.43M | Sell |
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|
2016
Q1 | $3.42M | Buy |
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|
2015
Q4 | $3.41M | Buy |
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