Lenox 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $92K | Hold |
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|
2020
Q1 | $73K | Hold |
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|
2019
Q4 | $86K | Hold |
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|
2019
Q3 | $79K | Hold |
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|
2019
Q2 | $79K | Sell |
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|
2019
Q1 | $403K | Sell |
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|
2018
Q4 | $358K | Buy |
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|
2018
Q3 | $416K | Hold |
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|
2018
Q2 | $381K | Hold |
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|
2018
Q1 | $362K | Hold |
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|
2017
Q4 | $357K | Hold |
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|
2017
Q3 | $335K | Hold |
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|
2017
Q2 | $320K | Hold |
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|
2017
Q1 | $308K | Hold |
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|
2016
Q4 | $285K | Sell |
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|
2016
Q3 | $430K | Hold |
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|
2016
Q2 | $430K | Hold |
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|
2016
Q1 | $428K | Hold |
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|
2015
Q4 | $427K | Buy |
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