Omnia Family Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-996
| Closed | -$43K | – | 310 |
|
|
2019
Q1 | $43K | Hold |
996
| – | – | 0.02% | 170 |
|
|
2018
Q4 | $38K | Hold |
996
| – | – | 0.02% | 166 |
|
|
2018
Q3 | $44K | Hold |
996
| – | – | 0.02% | 162 |
|
|
2018
Q2 | $41K | Hold |
996
| – | – | 0.02% | 163 |
|
|
2018
Q1 | $39K | Hold |
996
| – | – | 0.02% | 162 |
|
|
2017
Q4 | $38K | Hold |
996
| – | – | 0.02% | 174 |
|
|
2017
Q3 | $36K | Hold |
996
| – | – | 0.02% | 170 |
|
|
2017
Q2 | $34K | Hold |
996
| – | – | 0.02% | 178 |
|
|
2017
Q1 | $33K | Buy |
+996
| New | +$33K | 0.02% | 182 |
|