Stelac Advisory Services’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 | – | Sell |
-2,267
| Closed | -$165K | – | 242 |
|
|
2021
Q2 | $165K | Hold |
2,267
| – | – | 0.04% | 231 |
|
|
2021
Q1 | $148K | Buy |
2,267
+255
| +13% | +$16.6K | 0.05% | 176 |
|
|
2020
Q4 | $128K | Hold |
2,012
| – | – | 0.03% | 220 |
|
|
2020
Q3 | $116K | Hold |
2,012
| – | – | 0.04% | 165 |
|
|
2020
Q2 | $104K | Buy |
+2,012
| New | +$104K | 0.04% | 138 |
|