Meristem Family Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $1.34M | Sell |
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|
2021
Q4 | $1.6M | Hold |
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|
2021
Q3 | $1.42M | Sell |
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|
2021
Q2 | $2.88M | Sell |
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|
2021
Q1 | $2.6M | Hold |
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|
2020
Q4 | $2.55M | Hold |
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|
2020
Q3 | $2.31M | Hold |
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|
2020
Q2 | $2.07M | Sell |
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|
2020
Q1 | $1.91M | Buy |
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|
2019
Q4 | $2.16M | Hold |
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|
2019
Q3 | $2.01M | Buy |
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|
2019
Q2 | $1.65M | Hold |
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|
2019
Q1 | $1.59M | Sell |
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|
2018
Q4 | $1.43M | Buy |
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|
2018
Q3 | $516K | Hold |
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|
2018
Q2 | $474K | Hold |
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|
2018
Q1 | $452K | Buy |
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|
2017
Q4 | $289K | Buy |
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