Smart Money Group’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 | – | Sell |
-14,308
| Closed | -$827K | – | 74 |
|
|
2020
Q3 | $827K | Buy |
14,308
+9,228
| +182% | +$533K | 0.36% | 61 |
|
|
2020
Q2 | $264K | Buy |
+5,080
| New | +$264K | 0.16% | 73 |
|
|
2019
Q4 | – | Sell |
-19,284
| Closed | -$868K | – | 86 |
|
|
2019
Q3 | $868K | Sell |
19,284
-7,308
| -27% | -$329K | 0.7% | 40 |
|
|
2019
Q2 | $1.19M | Buy |
26,592
+4,528
| +21% | +$203K | 0.98% | 34 |
|
|
2019
Q1 | $951K | Buy |
22,064
+9,500
| +76% | +$409K | 0.83% | 41 |
|
|
2018
Q4 | $473K | Buy |
12,564
+992
| +9% | +$37.3K | 0.49% | 40 |
|
|
2018
Q3 | $513K | Buy |
+11,572
| New | +$513K | 0.47% | 38 |
|