Scottrade Investment Management’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q3 | $426M | Buy |
11,874,056
+938,964
| +9% | +$33.7M | 23.17% | 1 |
|
2017
Q2 | $374M | Buy |
10,935,092
+435,152
| +4% | +$14.9M | 24.19% | 1 |
|
2017
Q1 | $345M | Buy |
10,499,940
+2,920,428
| +39% | +$96M | 27.7% | 1 |
|
2016
Q4 | $231M | Hold |
7,579,512
| – | – | 27.81% | 1 |
|
2016
Q3 | $231M | Buy |
7,579,512
+1,180,628
| +18% | +$35.9M | 31.9% | 1 |
|
2016
Q2 | $186M | Buy |
6,398,884
+914,436
| +17% | +$26.7M | 37.89% | 1 |
|
2016
Q1 | $159M | Buy |
5,484,448
+872,552
| +19% | +$25.3M | 38.45% | 1 |
|
2015
Q4 | $134M | Buy |
+4,611,896
| New | +$134M | 39.07% | 1 |
|