Rockefeller Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $1.47M | Hold |
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2017
Q3 | $1.38M | Hold |
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2017
Q2 | $1.32M | Hold |
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2017
Q1 | $1.27M | Hold |
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|
2016
Q4 | $1.17M | Hold |
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|
2016
Q3 | $1.17M | Hold |
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|
2016
Q2 | $1.12M | Hold |
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|
2016
Q1 | $1.12M | Hold |
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|
2015
Q4 | $1.12M | Hold |
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|
2015
Q3 | $1.04M | Buy |
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|
2015
Q2 | $34K | Hold |
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|
2015
Q1 | $34K | Hold |
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|
2014
Q4 | $33K | Hold |
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|
2014
Q3 | $32K | Hold |
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|
2014
Q2 | $32K | Sell |
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|
2014
Q1 | $421K | Buy |
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|
2013
Q4 | $30K | Hold |
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|
2013
Q3 | $27K | Hold |
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|
2013
Q2 | $25K | Buy |
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