Lucia Wealth Services’s iShares S&P 500 Growth ETF IVW Stock Holding History

Lucia Wealth Services’s Portfolio IVW Stock Details IVW Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell
2020 Q2	$17K	Hold
2020 Q1	$13K	Sell
2019 Q4	$19K	Hold
2019 Q3	$18K	Hold
2019 Q2	$18K	Hold
2019 Q1	$17K	Buy
2018 Q4	–	Sell
2018 Q3	$18K	Hold
2018 Q2	$16K	Hold
2018 Q1	$16K	Buy