Private Vista’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $1.77M | Sell |
34,232
-256
| -0.7% | -$13.3K | 0.86% | 24 |
|
|
2020
Q1 | $1.42M | Sell |
34,488
-28
| -0.1% | -$1.15K | 0.54% | 37 |
|
|
2019
Q4 | $1.67M | Hold |
34,516
| – | – | 0.45% | 30 |
|
|
2019
Q3 | $1.56M | Hold |
34,516
| – | – | 0.41% | 33 |
|
|
2019
Q2 | $1.55M | Sell |
34,516
-9,560
| -22% | -$428K | 0.39% | 37 |
|
|
2019
Q1 | $1.9M | Hold |
44,076
| – | – | 0.47% | 31 |
|
|
2018
Q4 | $1.66M | Buy |
+44,076
| New | +$1.66M | 0.39% | 36 |
|