Stanford Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-4,680
| Closed | -$142K | – | 154 |
|
|
2016
Q4 | $142K | Hold |
4,680
| – | – | 0.07% | 68 |
|
|
2016
Q3 | $142K | Hold |
4,680
| – | – | 0.07% | 71 |
|
|
2016
Q2 | $136K | Hold |
4,680
| – | – | 0.07% | 74 |
|
|
2016
Q1 | $136K | Buy |
4,680
+2,188
| +88% | +$63.6K | 0.08% | 74 |
|
|
2015
Q4 | $72K | Hold |
2,492
| – | – | 0.04% | 104 |
|
|
2015
Q3 | $67K | Hold |
2,492
| – | – | 0.05% | 102 |
|
|
2015
Q2 | $71K | Sell |
2,492
-4,076
| -62% | -$116K | 0.05% | 108 |
|
|
2015
Q1 | $187K | Buy |
6,568
+16
| +0.2% | +$456 | 0.15% | 52 |
|
|
2014
Q4 | $183K | Buy |
+6,552
| New | +$183K | 0.15% | 53 |
|