RPg Family Wealth Advisory’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
Q2 | – | Sell |
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|
2022
Q1 | $201K | Hold |
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|
2021
Q4 | $220K | Sell |
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|
2021
Q3 | $305K | Hold |
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|
2021
Q2 | $300K | Buy |
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|
2020
Q4 | $343K | Sell |
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|
2020
Q3 | $439K | Sell |
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|
2020
Q2 | $470K | Sell |
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|
2020
Q1 | $478K | Buy |
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|
2019
Q4 | $544K | Sell |
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|
2019
Q3 | $1.35M | Sell |
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|
2019
Q2 | $1.37M | Buy |
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|
2019
Q1 | $359K | Buy |
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|
2018
Q4 | $290K | Sell |
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|
2018
Q3 | $350K | Hold |
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|
2018
Q2 | $321K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $19.1K | Buy |
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