SRH Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,216
| Closed | -$54K | – | 276 |
|
|
2018
Q3 | $54K | Hold |
1,216
| – | – | 0.18% | 84 |
|
|
2018
Q2 | $49K | Hold |
1,216
| – | – | 0.18% | 87 |
|
|
2018
Q1 | $47K | Hold |
1,216
| – | – | 0.19% | 81 |
|
|
2017
Q4 | $46K | Hold |
1,216
| – | – | 0.18% | 78 |
|
|
2017
Q3 | $44K | Buy |
+1,216
| New | +$44K | 0.19% | 79 |
|