Shone Asset 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
2020
Q4
$5.31M Buy
84,499
+75
+0.1% +$4.72K 4.13% 10
2020
Q3
$5.07M Buy
84,424
+1,936
+2% +$116K 4.53% 11
2020
Q2
$4.47M Buy
82,488
+14,264
+21% +$773K 4.42% 11
2020
Q1
$3.12M Buy
+68,224
New +$3.12M 3.7% 11