Shorepoint Capital Partners’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
Q1
Sell
-36,800
Closed -$1.78M 87
2019
Q4
$1.78M Buy
36,800
+1,732
+5% +$83.8K 1.02% 41
2019
Q3
$1.58M Buy
35,068
+1,680
+5% +$75.6K 0.93% 45
2019
Q2
$1.5M Sell
33,388
-1,136
-3% -$50.9K 0.85% 49
2019
Q1
$1.49M Buy
+34,524
New +$1.49M 0.84% 48