LBA Wealth 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
2017
Q1
$221K Hold
2016
Q4
$205K Sell
2016
Q3
$244K Buy
2016
Q2
$139K Hold
2016
Q1
$138K Sell
2015
Q4
$149K Buy
2015
Q3
$71K Buy
2015
Q2
$53K Hold
2015
Q1
$53K Hold
2014
Q4
$52K Hold
2014
Q3
$50K Buy