Private Wealth Advisors (Pennsylvania)’s iShares S&P 500 Growth ETF IVW Stock Holding History

Private Wealth Advisors (Pennsylvania)’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q4	$4.52M	Buy	70,838 +7,934	+13%	+$506K	2.58%	9
2020 Q3	$3.63M	Sell	62,904 -668	-1%	-$38.6K	2.33%	11
2020 Q2	$3.3M	Buy	63,572 +2,752	+5%	+$143K	2.25%	11
2020 Q1	$2.79M	Buy	60,820 +4,916	+9%	+$226K	2.12%	14
2019 Q4	$2.8M	Sell	55,904 -6,464	-10%	-$324K	1.49%	20
2019 Q3	$2.81M	Sell	62,368 -4,592	-7%	-$207K	1.43%	20
2019 Q2	$3M	Buy	66,960 +1,668	+3%	+$74.8K	1.06%	30
2019 Q1	$2.81M	Buy	65,292 +1,944	+3%	+$83.8K	1.05%	33
2018 Q4	$2.39M	Buy	63,348 +2,420	+4%	+$91.1K	1.03%	32
2018 Q3	$2.7M	Buy	60,928 +2,404	+4%	+$106K	1%	32
2018 Q2	$2.38M	Buy	58,524 +420	+0.7%	+$17.1K	0.95%	34
2018 Q1	$2.25M	Buy	58,104 +4,588	+9%	+$178K	0.9%	35
2017 Q4	$2.04M	Buy	53,516 +1,188	+2%	+$45.4K	0.79%	39
2017 Q3	$1.88M	Buy	52,328 +3,104	+6%	+$111K	0.77%	42
2017 Q2	$1.68M	Buy	49,224 +9,540	+24%	+$326K	0.72%	43
2017 Q1	$1.31M	Buy	39,684 +6,724	+20%	+$221K	0.59%	52
2016 Q4	$1M	Buy	32,960 +8,624	+35%	+$263K	0.47%	63
2016 Q3	$740K	Buy	24,336 +12,944	+114%	+$394K	0.35%	75
2016 Q2	$332K	Sell	11,392 -628	-5%	-$18.3K	0.16%	102
2016 Q1	$348K	Buy	12,020 +280	+2%	+$8.11K	0.19%	94
2015 Q4	$340K	Sell	11,740 -31,528	-73%	-$913K	0.19%	93
2015 Q3	$1.17M	Sell	43,268 -2,896	-6%	-$78K	0.58%	50
2015 Q2	$1.31M	Sell	46,164 -5,332	-10%	-$152K	0.6%	51
2015 Q1	$1.47M	Sell	51,496 -1,568	-3%	-$44.7K	0.69%	45
2014 Q4	$1.48M	Sell	53,064 -1,324	-2%	-$36.9K	0.72%	44
2014 Q3	$1.45M	Sell	54,388 -256	-0.5%	-$6.83K	0.77%	42
2014 Q2	$1.44M	Sell	54,644 -3,948	-7%	-$104K	0.74%	45
2014 Q1	$1.46M	Sell	58,592 -11,228	-16%	-$280K	0.8%	41
2013 Q4	$1.72M	Sell	69,820 -1,228	-2%	-$30.3K	0.94%	38
2013 Q3	$1.59M	Buy	71,048 +3,180	+5%	+$71K	0.94%	39
2013 Q2	$1.43M	Buy	+67,868	New	+$1.43M	0.89%	42