Pinnacle Summer Investments’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
2015
Q4
$6K Sell
2015
Q3
$281K Buy
2015
Q2
$7K Sell
2015
Q1
$288K Sell
2014
Q4
$308K Buy
2014
Q3
$269K Buy
2014
Q2
$265K Hold
2014
Q1
$252K Buy
2013
Q4
$248K Buy
2013
Q3
$224K Buy
2013
Q2
$210K Buy