Private Capital Management (Colorado)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $135K | Sell |
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|
2024
Q3 | $327K | Sell |
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|
2024
Q2 | $325K | Sell |
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|
2024
Q1 | $319K | Hold |
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|
2023
Q4 | $284K | Sell |
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|
2023
Q3 | $378K | Buy |
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|
2023
Q2 | $243K | Sell |
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|
2023
Q1 | $279K | Hold |
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|
2022
Q4 | $256K | Sell |
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|
2022
Q3 | $309K | Sell |
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|
2022
Q2 | $466K | Hold |
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|
2022
Q1 | $466K | Buy |
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|
2021
Q4 | $398K | Hold |
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|
2021
Q3 | $352K | Hold |
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|
2021
Q2 | $346K | Buy |
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|
2021
Q1 | $294K | Sell |
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|
2020
Q4 | $301K | Sell |
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|
2020
Q3 | $273K | Sell |
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|
2020
Q2 | $264K | Buy |
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|
2020
Q1 | $210K | Sell |
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|
2019
Q4 | $262K | Hold |
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|
2019
Q3 | $262K | Hold |
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|
2019
Q2 | $261K | Buy |
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