Managed Account Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-3,628
| Closed | -$264K | – | 109 |
|
|
2021
Q2 | $264K | Sell |
3,628
-58
| -2% | -$4.22K | 0.06% | 96 |
|
|
2021
Q1 | $240K | Sell |
3,686
-30
| -0.8% | -$1.95K | 0.06% | 93 |
|
|
2020
Q4 | $242K | Sell |
3,716
-11,244
| -75% | -$732K | 0.07% | 92 |
|
|
2020
Q3 | $222K | Buy |
14,960
+11,220
| +300% | +$167K | 0.07% | 91 |
|
|
2020
Q2 | $201K | Buy |
+3,740
| New | +$201K | 0.07% | 91 |
|