Leuthold Group’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 |
-3,268
| Closed | -$250K | – | 198 |
|
|
2022
Q1 | $250K | Sell |
3,268
-933
| -22% | -$71.4K | 0.03% | 181 |
|
|
2021
Q4 | $351K | Sell |
4,201
-1,525
| -27% | -$127K | 0.04% | 165 |
|
|
2021
Q3 | $423K | Buy |
5,726
+2,176
| +61% | +$161K | 0.05% | 142 |
|
|
2021
Q2 | $258K | Buy |
3,550
+434
| +14% | +$31.5K | 0.03% | 169 |
|
|
2021
Q1 | $203K | Sell |
3,116
-1,380
| -31% | -$89.9K | 0.03% | 178 |
|
|
2020
Q4 | $287K | Hold |
4,496
| – | – | 0.04% | 155 |
|
|
2020
Q3 | $260K | Hold |
4,496
| – | – | 0.04% | 153 |
|
|
2020
Q2 | $233K | Buy |
+4,496
| New | +$233K | 0.03% | 143 |
|
|
2020
Q1 | – | Sell |
-4,804
| Closed | -$233K | – | 168 |
|
|
2019
Q4 | $233K | Sell |
4,804
-728
| -13% | -$35.3K | 0.03% | 163 |
|
|
2019
Q3 | $249K | Buy |
5,532
+108
| +2% | +$4.86K | 0.03% | 168 |
|
|
2019
Q2 | $243K | Buy |
+5,424
| New | +$243K | 0.03% | 183 |
|