Reilly Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $199K | Hold |
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|
2021
Q3 | $176K | Buy |
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|
2021
Q2 | $168K | Buy |
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|
2021
Q1 | $150K | Hold |
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|
2020
Q4 | $147K | Buy |
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|
2020
Q3 | $133K | Sell |
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|
2020
Q2 | $122K | Buy |
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|
2020
Q1 | $97K | Hold |
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|
2019
Q4 | $113K | Hold |
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|
2019
Q3 | $105K | Hold |
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|
2019
Q2 | $105K | Hold |
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|
2019
Q1 | $101K | Buy |
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|
2018
Q4 | $60K | Hold |
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|
2018
Q3 | $71K | Hold |
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|
2018
Q2 | $65K | Hold |
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|
2018
Q1 | $62K | Hold |
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|
2017
Q4 | $61K | Hold |
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|
2017
Q3 | $57K | Hold |
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|
2017
Q2 | $55K | Hold |
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|
2017
Q1 | $53K | Hold |
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|
2016
Q4 | $49K | Sell |
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|
2016
Q3 | $73K | Hold |
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|
2016
Q2 | $70K | Hold |
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|
2016
Q1 | $70K | Hold |
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|
2015
Q4 | $69K | Hold |
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|
2015
Q3 | $65K | Hold |
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|
2015
Q2 | $68K | Hold |
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|
2015
Q1 | $68K | Hold |
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|
2014
Q4 | $67K | Sell |
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|
2014
Q3 | $95K | Hold |
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|
2014
Q2 | $94K | Hold |
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|
2014
Q1 | $89K | Hold |
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|
2013
Q4 | $88K | Hold |
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|
2013
Q3 | $80K | Hold |
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|
2013
Q2 | $75K | Buy |
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