Next 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $7.05M | Sell |
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|
2021
Q3 | $6.46M | Buy |
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|
2021
Q2 | $6.14M | Buy |
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|
2021
Q1 | $5.3M | Sell |
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|
2020
Q4 | $6.02M | Sell |
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|
2020
Q3 | $7M | Sell |
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|
2020
Q2 | $6.45M | Sell |
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|
2020
Q1 | $5.26M | Sell |
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|
2019
Q4 | $6.59M | Buy |
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|
2019
Q3 | $5.82M | Sell |
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|
2019
Q2 | $5.87M | Buy |
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|
2019
Q1 | $362K | Sell |
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|
2018
Q4 | $4.5M | Buy |
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|
2018
Q3 | $516K | Sell |
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|
2018
Q2 | $1.51M | Sell |
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|
2018
Q1 | $4.47M | Buy |
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|
2017
Q4 | $1.19M | Sell |
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|
2017
Q3 | $1.2M | Sell |
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|
2017
Q2 | $1.69M | Buy |
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|
2017
Q1 | $1.08M | Sell |
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|
2016
Q4 | $1.64M | Buy |
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|
2016
Q3 | $1.55M | Buy |
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|
2016
Q2 | $865K | Buy |
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|
2016
Q1 | $468K | Sell |
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|
2015
Q4 | $475K | Sell |
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|
2015
Q3 | $496K | Buy |
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|
2015
Q2 | $456K | Sell |
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|
2015
Q1 | $466K | Sell |
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|
2014
Q4 | $481K | Sell |
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|
2014
Q3 | $1.1M | Buy |
|