Kore Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,300
| Closed | -$252K | – | 328 |
|
|
2022
Q1 | $252K | Buy |
+3,300
| New | +$252K | 0.03% | 277 |
|
|
2020
Q3 | – | Sell |
-3,656
| Closed | -$189K | – | 678 |
|
|
2020
Q2 | $189K | Hold |
3,656
| – | – | 0.04% | 241 |
|
|
2020
Q1 | $151K | Hold |
3,656
| – | – | 0.04% | 243 |
|
|
2019
Q4 | $177K | Buy |
+3,656
| New | +$177K | 0.03% | 265 |
|
|
2019
Q3 | – | Sell |
-4,752
| Closed | -$213K | – | 238 |
|
|
2019
Q2 | $213K | Hold |
4,752
| – | – | 0.05% | 206 |
|
|
2019
Q1 | $205K | Buy |
4,752
+3,844
| +423% | +$166K | 0.05% | 202 |
|
|
2018
Q4 | $34K | Buy |
+908
| New | +$34K | 0.01% | 429 |
|