Personal Capital Advisors’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
2022 Q4	$664K	Sell	11,354 -137	-1%	-$8.23K	﹤0.01%	266
2022 Q3	$665K	Buy	11,491 +113	+1%	+$7.34K	﹤0.01%	256
2022 Q2	$687K	Buy	11,378 +1,301	+13%	+$86.1K	﹤0.01%	254
2022 Q1	$770K	Sell	10,077 -6,054	-38%	-$455K	﹤0.01%	267
2021 Q4	$1.12M	Buy	16,131 +5,143	+47%	+$414K	0.01%	260
2021 Q3	$812K	Buy	10,988 +90	+0.8%	+$6.86K	﹤0.01%	264
2021 Q2	$793K	Buy	10,898 +218	+2%	+$15.1K	﹤0.01%	265
2021 Q1	$695K	Sell	10,680 -7,071	-40%	-$457K	﹤0.01%	272
2020 Q4	$1.13M	Buy	17,751 +4,187	+31%	+$254K	0.01%	243
2020 Q3	$784K	Sell	13,564 -336	-2%	-$19K	0.01%	257
2020 Q2	$721K	Sell	13,900 -3,560	-20%	-$171K	0.01%	239
2020 Q1	$720K	Sell	17,460 -1,996	-10%	-$94.4K	0.01%	238
2019 Q4	$942K	Buy	19,456 +8,728	+81%	+$405K	0.01%	236
2019 Q3	$482K	Buy	10,728 +548	+5%	+$24.8K	﹤0.01%	250
2019 Q2	$456K	Buy	10,180 +1,012	+11%	+$44.5K	﹤0.01%	243
2019 Q1	$395K	Buy	9,168 +3,692	+67%	+$151K	﹤0.01%	247
2018 Q4	$206K	Buy	+5,476	New	+$222K	﹤0.01%	296