Mid Atlantic Financial Management’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 | $2.76M | Buy |
37,277
+1,566
| +4% | +$116K | 0.18% | 119 |
|
|
2021
Q2 | $2.6M | Sell |
35,711
-513
| -1% | -$37.3K | 0.17% | 121 |
|
|
2021
Q1 | $2.36M | Buy |
36,224
+1,107
| +3% | +$72.1K | 0.17% | 125 |
|
|
2020
Q4 | $2.24M | Sell |
35,117
-98,691
| -74% | -$6.3M | 0.17% | 126 |
|
|
2020
Q3 | $2.03M | Buy |
133,808
+101,988
| +321% | +$1.54M | 0.18% | 122 |
|
|
2020
Q2 | $1.65M | Buy |
31,820
+3,036
| +11% | +$158K | 0.16% | 125 |
|
|
2020
Q1 | $1.19M | Buy |
28,784
+7,928
| +38% | +$327K | 0.14% | 136 |
|
|
2019
Q4 | $1.01M | Sell |
20,856
-7,272
| -26% | -$352K | 0.09% | 217 |
|
|
2019
Q3 | $1.27M | Sell |
28,128
-18,860
| -40% | -$849K | 0.14% | 139 |
|
|
2019
Q2 | $2.11M | Sell |
46,988
-864
| -2% | -$38.7K | 0.22% | 100 |
|
|
2019
Q1 | $2.06M | Sell |
47,852
-11,392
| -19% | -$491K | 0.22% | 93 |
|
|
2018
Q4 | $2.23M | Buy |
+59,244
| New | +$2.23M | 0.28% | 78 |
|