NewFocus Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $334K | Sell |
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2020
Q3 | $373K | Sell |
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|
2020
Q2 | $349K | Sell |
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|
2020
Q1 | $935K | Sell |
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|
2019
Q4 | $1.17M | Buy |
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|
2019
Q3 | $984K | Buy |
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|
2019
Q2 | $919K | Buy |
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|
2019
Q1 | $810K | Buy |
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|
2018
Q4 | $663K | Sell |
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|
2018
Q3 | $897K | Buy |
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|
2018
Q2 | $760K | Buy |
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|
2018
Q1 | $645K | Buy |
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|
2017
Q4 | $599K | Buy |
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|
2017
Q3 | $491K | Buy |
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|
2017
Q2 | $391K | Buy |
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|
2017
Q1 | $333K | Buy |
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|
2016
Q4 | $252K | Buy |
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