Personal Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $664K | Sell |
11,354
-137
| -1% | -$8.02K | ﹤0.01% | 266 |
|
|
2022
Q3 | $665K | Buy |
11,491
+113
| +1% | +$6.54K | ﹤0.01% | 256 |
|
|
2022
Q2 | $687K | Buy |
11,378
+1,301
| +13% | +$78.6K | ﹤0.01% | 254 |
|
|
2022
Q1 | $770K | Sell |
10,077
-6,054
| -38% | -$463K | ﹤0.01% | 267 |
|
|
2021
Q4 | $1.12M | Buy |
16,131
+5,143
| +47% | +$358K | 0.01% | 260 |
|
|
2021
Q3 | $812K | Buy |
10,988
+90
| +0.8% | +$6.65K | ﹤0.01% | 264 |
|
|
2021
Q2 | $793K | Buy |
10,898
+218
| +2% | +$15.9K | ﹤0.01% | 265 |
|
|
2021
Q1 | $695K | Sell |
10,680
-7,071
| -40% | -$460K | ﹤0.01% | 272 |
|
|
2020
Q4 | $1.13M | Buy |
17,751
+4,187
| +31% | +$267K | 0.01% | 243 |
|
|
2020
Q3 | $784K | Sell |
13,564
-336
| -2% | -$19.4K | 0.01% | 257 |
|
|
2020
Q2 | $721K | Sell |
13,900
-3,560
| -20% | -$185K | 0.01% | 239 |
|
|
2020
Q1 | $720K | Sell |
17,460
-1,996
| -10% | -$82.3K | 0.01% | 238 |
|
|
2019
Q4 | $942K | Buy |
19,456
+8,728
| +81% | +$423K | 0.01% | 236 |
|
|
2019
Q3 | $482K | Buy |
10,728
+548
| +5% | +$24.6K | ﹤0.01% | 250 |
|
|
2019
Q2 | $456K | Buy |
10,180
+1,012
| +11% | +$45.3K | ﹤0.01% | 243 |
|
|
2019
Q1 | $395K | Buy |
9,168
+3,692
| +67% | +$159K | ﹤0.01% | 247 |
|
|
2018
Q4 | $206K | Buy |
+5,476
| New | +$206K | ﹤0.01% | 296 |
|