Rikoon Group’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
Q1 | $367K | Hold |
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|
2020
Q4 | $360K | Buy |
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|
2020
Q3 | $325K | Sell |
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|
2020
Q2 | $299K | Buy |
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|
2020
Q1 | $237K | Hold |
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|
2019
Q4 | $278K | Buy |
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|
2019
Q3 | $256K | Hold |
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|
2019
Q2 | $255K | Buy |
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|
2019
Q1 | $244K | Buy |
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|
2018
Q4 | $207K | Buy |
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|
2018
Q3 | $241K | Buy |
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|
2018
Q2 | $222K | Sell |
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|
2018
Q1 | $236K | Buy |
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|
2017
Q4 | $207K | Sell |
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|
2017
Q3 | $283K | Buy |
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|
2017
Q2 | $269K | Hold |
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|
2017
Q1 | $264K | Buy |
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|
2016
Q4 | $250K | Buy |
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|
2016
Q3 | $237K | Buy |
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