LifePlan Financial Group’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
Q3 | $793K | Sell |
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|
2020
Q2 | $780K | Buy |
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|
2020
Q1 | $600K | Buy |
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|
2019
Q4 | $686K | Sell |
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|
2019
Q3 | $645K | Sell |
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|
2019
Q2 | $666K | Buy |
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|
2019
Q1 | $609K | Sell |
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|
2018
Q4 | $541K | Buy |
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|
2018
Q3 | $605K | Buy |
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|
2018
Q2 | $537K | Buy |
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|
2018
Q1 | $457K | Buy |
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|
2017
Q4 | $298K | Hold |
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|
2017
Q3 | $298K | Sell |
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|
2017
Q2 | $333K | Hold |
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|
2017
Q1 | $320K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $2K | Hold |
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|
2013
Q4 | $2K | Hold |
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|
2013
Q3 | $2K | Hold |
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|
2013
Q2 | $2K | Buy |
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