Kings Point Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $137K | Hold |
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|
2021
Q4 | $151K | Sell |
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|
2021
Q3 | $155K | Buy |
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|
2021
Q2 | $131K | Hold |
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|
2021
Q1 | $117K | Hold |
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|
2020
Q4 | $115K | Hold |
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|
2020
Q3 | $104K | Hold |
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|
2020
Q2 | $93K | Sell |
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|
2020
Q1 | $605K | Sell |
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|
2019
Q4 | $853K | Hold |
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|
2019
Q3 | $793K | Hold |
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|
2019
Q2 | $789K | Hold |
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|
2019
Q1 | $759K | Hold |
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|
2018
Q4 | $664K | Hold |
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|
2018
Q3 | $780K | Hold |
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|
2018
Q2 | $716K | Sell |
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|
2018
Q1 | $979K | Buy |
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|
2017
Q4 | $928K | Hold |
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|
2017
Q3 | $871K | Hold |
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|
2017
Q2 | $831K | Hold |
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|
2017
Q1 | $799K | Hold |
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|
2016
Q4 | $740K | Buy |
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|
2016
Q3 | $18K | Hold |
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|
2016
Q2 | $17K | Hold |
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|
2016
Q1 | $17K | Hold |
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|
2015
Q4 | $17K | Hold |
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|
2015
Q3 | $16K | Hold |
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|
2015
Q2 | $17K | Hold |
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|
2015
Q1 | $17K | Hold |
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|
2014
Q4 | $17K | Hold |
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|
2014
Q3 | $16K | Hold |
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|
2014
Q2 | $16K | Hold |
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|
2014
Q1 | $15K | Hold |
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|
2013
Q4 | $15K | Hold |
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|
2013
Q3 | $13K | Hold |
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|
2013
Q2 | $13K | Buy |
|