LBA Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $221K | Hold |
6,720
| – | – | 0.12% | 101 |
|
|
2016
Q4 | $205K | Sell |
6,720
-1,292
| -16% | -$39.4K | 0.11% | 104 |
|
|
2016
Q3 | $244K | Buy |
8,012
+3,236
| +68% | +$98.6K | 0.14% | 99 |
|
|
2016
Q2 | $139K | Hold |
4,776
| – | – | 0.08% | 127 |
|
|
2016
Q1 | $138K | Sell |
4,776
-380
| -7% | -$11K | 0.08% | 126 |
|
|
2015
Q4 | $149K | Buy |
5,156
+2,524
| +96% | +$72.9K | 0.09% | 136 |
|
|
2015
Q3 | $71K | Buy |
2,632
+760
| +41% | +$20.5K | 0.04% | 169 |
|
|
2015
Q2 | $53K | Hold |
1,872
| – | – | 0.03% | 158 |
|
|
2015
Q1 | $53K | Hold |
1,872
| – | – | 0.03% | 164 |
|
|
2014
Q4 | $52K | Hold |
1,872
| – | – | 0.03% | 166 |
|
|
2014
Q3 | $50K | Buy |
+1,872
| New | +$50K | 0.03% | 167 |
|