Spotlight Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.57M | Sell |
21,239
-27,374
| -56% | -$2.02M | 0.78% | 25 |
|
|
2021
Q2 | $3.54M | Buy |
48,613
+8,885
| +22% | +$646K | 1.36% | 18 |
|
|
2021
Q1 | $2.59M | Sell |
39,728
-32,289
| -45% | -$2.1M | 0.97% | 19 |
|
|
2020
Q4 | $4.6M | Sell |
72,017
-38,583
| -35% | -$2.46M | 1.71% | 14 |
|
|
2020
Q3 | $6.39M | Sell |
110,600
-8,188
| -7% | -$473K | 2.51% | 11 |
|
|
2020
Q2 | $6.16M | Buy |
118,788
+21,112
| +22% | +$1.1M | 2.58% | 11 |
|
|
2020
Q1 | $4.03M | Sell |
97,676
-26,892
| -22% | -$1.11M | 2.14% | 14 |
|
|
2019
Q4 | $5.5M | Buy |
+124,568
| New | +$5.5M | 2.63% | 11 |
|