Sullivan, Bruyette, Speros & Blaney’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $824K | Buy |
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|
2020
Q4 | $806K | Buy |
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|
2020
Q3 | $675K | Hold |
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|
2020
Q2 | $606K | Buy |
|
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|
2020
Q1 | $308K | Hold |
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|
2019
Q4 | $361K | Hold |
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|
2019
Q3 | $336K | Hold |
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|
2019
Q2 | $334K | Hold |
|
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|
2019
Q1 | $321K | Hold |
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|
2018
Q4 | $281K | Hold |
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|
2018
Q3 | $330K | Hold |
|
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|
2018
Q2 | $303K | Sell |
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|
2018
Q1 | $297K | Hold |
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|
2017
Q4 | $292K | Sell |
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|
2017
Q3 | $312K | Hold |
|
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|
2017
Q2 | $297K | Sell |
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|
2017
Q1 | $293K | Hold |
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|
2016
Q4 | $271K | Sell |
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|
2016
Q3 | $329K | Buy |
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