Oakwood Capital 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
Q2
$297K Buy
4,085
+150
+4% +$10.9K 0.08% 55
2021
Q1
$256K Sell
3,935
-510
-11% -$33.2K 0.08% 53
2020
Q4
$284K Sell
4,445
-1,815
-29% -$116K 0.09% 59
2020
Q3
$362K Buy
+6,260
New +$362K 0.13% 53