Shine Investment Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $277K | Buy |
4,800
+4
| +0.1% | +$231 | 0.09% | 109 |
|
|
2020
Q2 | $249K | Buy |
4,796
+16
| +0.3% | +$831 | 0.09% | 105 |
|
|
2020
Q1 | $197K | Hold |
4,780
| – | – | 0.09% | 111 |
|
|
2019
Q4 | $231K | Buy |
4,780
+1,692
| +55% | +$81.8K | 0.09% | 116 |
|
|
2019
Q3 | $139K | Hold |
3,088
| – | – | 0.07% | 139 |
|
|
2019
Q2 | $138K | Buy |
3,088
+12
| +0.4% | +$536 | 0.06% | 139 |
|
|
2019
Q1 | $133K | Buy |
3,076
+8
| +0.3% | +$346 | 0.06% | 149 |
|
|
2018
Q4 | $115K | Buy |
3,068
+20
| +0.7% | +$750 | 0.06% | 152 |
|
|
2018
Q3 | $135K | Buy |
3,048
+8
| +0.3% | +$354 | 0.07% | 142 |
|
|
2018
Q2 | $124K | Hold |
3,040
| – | – | 0.06% | 144 |
|
|
2018
Q1 | $118K | Buy |
3,040
+8
| +0.3% | +$311 | 0.06% | 144 |
|
|
2017
Q4 | $116K | Buy |
3,032
+16
| +0.5% | +$612 | 0.06% | 146 |
|
|
2017
Q3 | $108K | Buy |
3,016
+12
| +0.4% | +$430 | 0.06% | 156 |
|
|
2017
Q2 | $103K | Buy |
+3,004
| New | +$103K | 0.05% | 147 |
|