JCM
Julex Capital Management’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-40,498
| Closed | -$1.57M | – | 207 |
|
|
2019
Q2 | $1.57M | Sell |
40,498
-92,502
| -70% | -$3.58M | 1.73% | 13 |
|
|
2019
Q1 | $4.95M | Buy |
133,000
+112,146
| +538% | +$4.17M | 4.29% | 10 |
|
|
2018
Q4 | $3.14M | Buy |
+20,854
| New | +$3.14M | 2.04% | 9 |
|