MacGuire Cheswick & Tuttle Investment Counsel’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 | – | Hold |
0
| – | -$469K | – | 72 |
|
|
2018
Q3 | – | Hold |
0
| – | -$434K | – | 75 |
|
|
2018
Q2 | – | Hold |
0
| – | -$414K | – | 75 |
|
|
2018
Q1 | – | Hold |
0
| – | -$454K | – | 81 |
|
|
2017
Q4 | – | Hold |
0
| – | -$426K | – | 76 |
|
|
2017
Q3 | – | Hold |
0
| – | -$406K | – | 78 |
|
|
2017
Q2 | – | Hold |
0
| – | -$391K | – | 74 |
|
|
2017
Q1 | – | Hold |
0
| – | -$365K | – | 72 |
|
|
2016
Q4 | – | Hold |
0
| – | -$392K | – | 71 |
|
|
2016
Q3 | – | Hold |
0
| – | -$451K | – | 68 |
|
|
2016
Q2 | – | Hold |
0
| – | -$480K | – | 65 |
|
|
2016
Q1 | – | Hold |
0
| – | -$480K | – | 63 |
|
|
2015
Q4 | – | Hold |
0
| – | -$455K | – | 68 |
|
|
2015
Q3 | – | Hold |
0
| – | -$492K | – | 71 |
|
|
2015
Q2 | – | Hold |
0
| – | -$492K | – | 73 |
|
|
2015
Q1 | – | Hold |
0
| – | -$482K | – | 74 |
|
|
2014
Q4 | – | Hold |
0
| – | -$464K | – | 75 |
|
|
2014
Q3 | – | Hold |
0
| – | -$462K | – | 74 |
|
|
2014
Q2 | – | Hold |
0
| – | -$444K | – | 72 |
|
|
2014
Q1 | – | Hold |
0
| – | -$355K | – | 68 |
|
|
2013
Q4 | – | Hold |
0
| – | -$327K | – | 80 |
|
|
2013
Q3 | – | Sell |
-14,556
| Closed | -$306K | – | 79 |
|
|
2013
Q2 | $306K | Buy |
+14,556
| New | +$306K | 0.09% | 79 |
|