Osborn Williams & Donohoe’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $671K | Hold |
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|
2019
Q4 | $787K | Hold |
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|
2019
Q3 | $732K | Hold |
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|
2019
Q2 | $729K | Hold |
|
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|
2019
Q1 | $712K | Buy |
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|
2018
Q4 | $602K | Hold |
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|
2018
Q3 | $708K | Hold |
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|
2018
Q2 | $650K | Hold |
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|
2018
Q1 | $620K | Sell |
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|
2017
Q4 | $650K | Buy |
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|
2017
Q3 | $598K | Hold |
|
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|
2017
Q2 | $571K | Hold |
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|
2017
Q1 | $549K | Hold |
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|
2016
Q4 | $508K | Hold |
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|
2016
Q3 | $508K | Sell |
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|
2016
Q2 | $556K | Sell |
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|
2016
Q1 | $569K | Sell |
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|
2015
Q4 | $574K | Sell |
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|
2015
Q3 | $661K | Hold |
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|
2015
Q2 | $708K | Sell |
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|
2015
Q1 | $698K | Hold |
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|
2014
Q4 | $684K | Sell |
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|
2014
Q3 | $761K | Hold |
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|
2014
Q2 | $754K | Hold |
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|
2014
Q1 | $712K | Hold |
|
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|
2013
Q4 | $704K | Hold |
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|
2013
Q3 | $637K | Hold |
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|
2013
Q2 | $599K | Buy |
|