Security National Trust’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
Q3 | $8.32M | Hold |
|
|||||
|
2021
Q2 | $8.32M | Buy |
|
|||||
|
2021
Q1 | $7.37M | Buy |
|
|||||
|
2020
Q4 | $6.95M | Buy |
|
|||||
|
2020
Q3 | $6.21M | Buy |
|
|||||
|
2020
Q2 | $5.54M | Buy |
|
|||||
|
2020
Q1 | $4.22M | Sell |
|
|||||
|
2019
Q4 | $5.26M | Sell |
|
|||||
|
2019
Q3 | $4.9M | Sell |
|
|||||
|
2019
Q2 | $5.08M | Sell |
|
|||||
|
2019
Q1 | $4.94M | Buy |
|
|||||
|
2018
Q4 | $4.3M | Buy |
|
|||||
|
2018
Q3 | $5M | Sell |
|
|||||
|
2018
Q2 | $4.62M | Sell |
|
|||||
|
2018
Q1 | $4.54M | Sell |
|
|||||
|
2017
Q4 | $4.5M | Buy |
|
|||||
|
2017
Q3 | $4.16M | Sell |
|
|||||
|
2017
Q2 | $4.13M | Buy |
|
|||||
|
2017
Q1 | $3.9M | Buy |
|
|||||
|
2016
Q4 | $3.25M | Buy |
|
|||||
|
2016
Q3 | $2.93M | Buy |
|
|||||
|
2016
Q2 | $2.71M | Buy |
|
|||||
|
2016
Q1 | $2.49M | Buy |
|
|||||
|
2015
Q4 | $2.35M | Buy |
|
|||||
|
2015
Q3 | $2.03M | Buy |
|
|||||
|
2015
Q2 | $2.07M | Sell |
|
|||||
|
2015
Q1 | $2.09M | Buy |
|
|||||
|
2014
Q4 | $1.97M | Sell |
|
|||||
|
2014
Q3 | $1.94M | Sell |
|
|||||
|
2014
Q2 | $1.92M | Sell |
|
|||||
|
2014
Q1 | $1.84M | Hold |
|
|||||
|
2013
Q4 | $1.82M | Sell |
|
|||||
|
2013
Q3 | $1.67M | Sell |
|
|||||
|
2013
Q2 | $1.64M | Buy |
|