Kistler-Tiffany Companies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $8.66K | Hold |
123
| – | – | ﹤0.01% | 716 |
|
|
2023
Q1 | $7.84K | Buy |
123
+1
| +0.8% | +$64 | ﹤0.01% | 656 |
|
|
2022
Q4 | $7.16K | Sell |
122
-1,298
| -91% | -$76.2K | ﹤0.01% | 659 |
|
|
2022
Q3 | $82K | Buy |
1,420
+143
| +11% | +$8.26K | 0.02% | 313 |
|
|
2022
Q2 | $77K | Hold |
1,277
| – | – | 0.02% | 320 |
|
|
2022
Q1 | $98K | Hold |
1,277
| – | – | 0.02% | 304 |
|
|
2021
Q4 | $107K | Buy |
1,277
+553
| +76% | +$46.3K | 0.02% | 274 |
|
|
2021
Q3 | $54K | Buy |
724
+603
| +498% | +$45K | 0.01% | 362 |
|
|
2021
Q2 | $9K | Buy |
121
+18
| +17% | +$1.34K | ﹤0.01% | 573 |
|
|
2021
Q1 | $7K | Hold |
103
| – | – | ﹤0.01% | 552 |
|
|
2020
Q4 | $7K | Sell |
103
-1
| -1% | -$68 | ﹤0.01% | 529 |
|
|
2020
Q3 | $6K | Buy |
+104
| New | +$6K | ﹤0.01% | 521 |
|
|
2018
Q2 | – | Sell |
-100
| Closed | -$4K | – | 582 |
|
|
2018
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 503 |
|
|
2017
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 486 |
|
|
2017
Q3 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 459 |
|
|
2015
Q4 | – | Hold |
0
| – | -$5K | – | 612 |
|
|
2015
Q3 | – | Hold |
0
| – | – | – | 498 |
|
|
2014
Q4 | – | Sell |
-92
| Closed | -$3K | – | 606 |
|
|
2014
Q3 | $3K | Buy |
+92
| New | +$3K | ﹤0.01% | 534 |
|
|
2014
Q2 | – | Hold |
0
| – | – | – | 626 |
|