RegentAtlantic Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $724K | Buy |
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|
2022
Q2 | $591K | Sell |
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|
2022
Q1 | $761K | Sell |
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|
2021
Q4 | $839K | Buy |
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|
2021
Q3 | $711K | Sell |
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|
2021
Q2 | $872K | Buy |
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|
2021
Q1 | $627K | Sell |
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|
2020
Q4 | $665K | Buy |
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|
2020
Q3 | $556K | Hold |
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|
2020
Q2 | $499K | Hold |
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|
2020
Q1 | $397K | Buy |
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|
2019
Q4 | $464K | Sell |
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|
2019
Q3 | $471K | Sell |
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|
2019
Q2 | $475K | Hold |
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|
2019
Q1 | $457K | Buy |
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|
2018
Q4 | $397K | Sell |
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|
2018
Q3 | $743K | Buy |
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|
2018
Q2 | $429K | Hold |
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|
2018
Q1 | $409K | Hold |
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|
2017
Q4 | $403K | Sell |
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|
2017
Q3 | $400K | Buy |
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|
2017
Q2 | $273K | Hold |
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|
2017
Q1 | $262K | Hold |
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|
2016
Q4 | $243K | Hold |
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|
2016
Q3 | $242K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $145K | Buy |
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