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Portfolio Strategies (Washington)’s iShares S&P 500 Growth ETF IVW Stock Holding History

Portfolio Strategies (Washington)’s Portfolio IVW Stock Details IVW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-12,811
Closed -$1.75M – 66
2017
Q2 		$1.75M Sell
12,811
-2,838
-18% -$388K 2.48% 19
2017
Q1 		$2.06M Buy
+15,649
New +$2.06M 2.59% 11
2014
Q4 		$5.12M Buy
+45,855
New +$5.12M 6.27% 7