OptiFour Integrated Wealth Management’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
2019
Q4
$525K Hold
2019
Q3
$488K Hold
2019
Q2
$486K Hold
2019
Q1
$467K Hold
2018
Q4
$408K Hold
2018
Q3
$480K Hold
2018
Q2
$441K Sell
2018
Q1
$457K Hold
2017
Q4
$450K Buy