Leonetti & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $3.84M | Sell |
102,000
-4,128
| -4% | -$155K | 1.41% | 17 |
|
|
2018
Q3 | $4.7M | Sell |
106,128
-4,388
| -4% | -$194K | 1.2% | 20 |
|
|
2018
Q2 | $4.49M | Sell |
110,516
-8,476
| -7% | -$345K | 1.22% | 20 |
|
|
2018
Q1 | $4.61M | Sell |
118,992
-6,544
| -5% | -$254K | 1.34% | 20 |
|
|
2017
Q4 | $4.8M | Sell |
125,536
-624
| -0.5% | -$23.8K | 1.29% | 20 |
|
|
2017
Q3 | $4.52M | Sell |
126,160
-2,016
| -2% | -$72.3K | 1.2% | 23 |
|
|
2017
Q2 | $4.39M | Sell |
128,176
-620
| -0.5% | -$21.2K | 1.24% | 23 |
|
|
2017
Q1 | $4.24M | Buy |
+128,796
| New | +$4.24M | 1.23% | 22 |
|