SMG
Spectrum Management Group’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.42M | Sell |
24,536
-496
| -2% | -$28.7K | 0.31% | 60 |
|
|
2022
Q2 | $1.51M | Sell |
25,032
-118
| -0.5% | -$7.12K | 0.36% | 60 |
|
|
2022
Q1 | $1.92M | Sell |
25,150
-997
| -4% | -$76.2K | 0.3% | 71 |
|
|
2021
Q4 | $2.19M | Sell |
26,147
-6,064
| -19% | -$507K | 0.31% | 71 |
|
|
2021
Q3 | $2.38M | Sell |
32,211
-6,951
| -18% | -$514K | 0.38% | 67 |
|
|
2021
Q2 | $2.85M | Sell |
39,162
-21,249
| -35% | -$1.55M | 0.5% | 61 |
|
|
2021
Q1 | $3.93M | Sell |
60,411
-13,734
| -19% | -$894K | 0.78% | 43 |
|
|
2020
Q4 | $4.73M | Buy |
74,145
+50,231
| +210% | +$3.21M | 0.99% | 28 |
|
|
2020
Q3 | $5.53M | Sell |
23,914
-405
| -2% | -$93.6K | 1.29% | 16 |
|
|
2020
Q2 | $5.05M | Sell |
24,319
-2,918
| -11% | -$605K | 1.28% | 18 |
|
|
2020
Q1 | $4.5M | Buy |
27,237
+25,992
| +2,088% | +$4.29M | 1.51% | 13 |
|
|
2019
Q4 | $241K | Buy |
+1,245
| New | +$241K | 0.1% | 88 |
|