RGT Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $491K | Hold |
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|
2022
Q2 | $512K | Hold |
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|
2022
Q1 | $648K | Buy |
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|
2021
Q4 | $669K | Hold |
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|
2021
Q3 | $591K | Sell |
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|
2021
Q2 | $649K | Buy |
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|
2021
Q1 | $521K | Buy |
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|
2020
Q4 | $499K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $861K | Sell |
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|
2016
Q4 | $813K | Buy |
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|
2016
Q3 | $812K | Buy |
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