OptiFour Integrated Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $525K | Hold |
10,844
| – | – | 0.36% | 38 |
|
|
2019
Q3 | $488K | Hold |
10,844
| – | – | 0.35% | 39 |
|
|
2019
Q2 | $486K | Hold |
10,844
| – | – | 0.34% | 42 |
|
|
2019
Q1 | $467K | Hold |
10,844
| – | – | 0.38% | 29 |
|
|
2018
Q4 | $408K | Hold |
10,844
| – | – | 0.37% | 28 |
|
|
2018
Q3 | $480K | Hold |
10,844
| – | – | 0.4% | 33 |
|
|
2018
Q2 | $441K | Sell |
10,844
-948
| -8% | -$38.6K | 0.38% | 33 |
|
|
2018
Q1 | $457K | Hold |
11,792
| – | – | 0.38% | 36 |
|
|
2017
Q4 | $450K | Buy |
+11,792
| New | +$450K | 0.38% | 37 |
|