Smart Portfolios LLC’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 |
-6,096
| Closed | -$352K | – | 41 |
|
|
2020
Q3 | $352K | Hold |
6,096
| – | – | 0.4% | 30 |
|
|
2020
Q2 | $347K | Hold |
6,096
| – | – | 0.39% | 29 |
|
|
2020
Q1 | $252K | Hold |
6,096
| – | – | 0.36% | 24 |
|
|
2019
Q4 | $295K | Sell |
6,096
-164
| -3% | -$7.94K | 0.27% | 31 |
|
|
2019
Q3 | $288K | Hold |
6,260
| – | – | 0.26% | 31 |
|
|
2019
Q2 | $281K | Hold |
6,260
| – | – | 0.26% | 30 |
|
|
2019
Q1 | $270K | Hold |
6,260
| – | – | 0.23% | 36 |
|
|
2018
Q4 | $236K | Hold |
6,260
| – | – | 0.18% | 36 |
|
|
2018
Q3 | $277K | Hold |
6,260
| – | – | 0.17% | 36 |
|
|
2018
Q2 | $254K | Hold |
6,260
| – | – | 0.17% | 35 |
|
|
2018
Q1 | $243K | Buy |
+6,260
| New | +$243K | 0.16% | 35 |
|